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 | $15,933 | $104,664-84.8% | $85,682-81.4% | $167,490-90.5% |
| Participation rate | 27.8% | 76.4%-48.6pp | 69.9%-42.1pp | 82.1%-54.3pp |
| Annual return | 10.78% | 21.45%-10.7pp | 21.49%-10.7pp | 478.56%-467.8pp |
| Employer contribution / active EE | $467 | $3,337-86.0% | $2,618-82.2% | $4,837-90.4% |
| Participant deferral / active EE | $629 | $4,824-87.0% | $3,923-84.0% | $6,341-90.1% |
| Admin fee / account holder | $3,361 | $10,032-66.5% | $6,873-51.1% | $12,309-72.7% |