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 | $28,738 | $114,381-74.9% | $107,525-73.3% | $142,382-79.8% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.1%-10.4pp | 80.1%-15.4pp |
| Annual return | 15.13% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,194 | $4,015-70.3% | $3,754-68.2% | $4,299-72.2% |
| Participant deferral / active EE | $673 | $5,564-87.9% | $5,116-86.8% | $6,507-89.7% |
| Admin fee / account holder | $1,337 | $9,860-86.4% | $8,919-85.0% | $12,624-89.4% |