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 | $34,025 | $60,124-43.4% | $90,404-62.4% | $79,858-57.4% |
| Participation rate | 9.3% | 65.0%-55.7pp | 72.7%-63.4pp | 69.6%-60.3pp |
| Annual return | 12.86% | 71.94%-59.1pp | 1293.02%-1280.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $988 | $2,068-52.2% | $3,262-69.7% | $2,471-60.0% |
| Participant deferral / active EE | $578 | $2,938-80.3% | $3,963-85.4% | $3,740-84.5% |
| Admin fee / account holder | $5,561 | $3,976+39.9% | $5,611-0.9% | $5,306+4.8% |