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 | $50,901 | $54,762-7.1% | $90,281-43.6% | $72,985-30.3% |
| Participation rate | 17.7% | 65.1%-47.4pp | 73.3%-55.6pp | 69.5%-51.8pp |
| Annual return | 26.76% | 30.63%-3.9pp | 78.10%-51.3pp | 81.00%-54.2pp |
| Employer contribution / active EE | $4,375 | $2,092+109.1% | $2,854+53.3% | $2,440+79.3% |
| Participant deferral / active EE | $451 | $2,887-84.4% | $3,885-88.4% | $3,607-87.5% |
| Admin fee / account holder | $7,223 | $3,972+81.8% | $5,351+35.0% | $5,124+41.0% |