See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,100 | $56,277+42.3% | $80,975-1.1% | $62,891+27.4% |
| Participation rate | 43.9% | 69.0%-25.0pp | 75.8%-31.9pp | 69.3%-25.4pp |
| Annual return | 6.30% | 22.12%-15.8pp | 17.10%-10.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,645 | $1,943-15.3% | $3,714-55.7% | $2,281-27.9% |
| Participant deferral / active EE | $1,007 | $4,195-76.0% | $5,696-82.3% | $3,203-68.6% |
| Admin fee / account holder | $1,325 | $3,741-64.6% | $5,516-76.0% | $4,296-69.2% |