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 | $17,720 | $49,915-64.5% | $154,803-88.6% | $74,304-76.2% |
| Participation rate | 58.5% | 54.0%+4.6pp | 78.1%-19.6pp | 60.3%-1.8pp |
| Annual return | 17.05% | 34.06%-17.0pp | 58.88%-41.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $467 | $1,611-71.0% | $4,305-89.2% | $2,241-79.2% |
| Participant deferral / active EE | $591 | $2,255-73.8% | $5,540-89.3% | $3,767-84.3% |
| Admin fee / account holder | $1,469 | $2,189-32.9% | $14,329-89.7% | $2,969-50.5% |