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 | $18,410 | $107,334-82.8% | $92,893-80.2% | $152,861-88.0% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 16.37% | 145.58%-129.2pp | 109.41%-93.0pp | 345.32%-329.0pp |
| Employer contribution / active EE | $752 | $4,221-82.2% | $3,653-79.4% | $4,762-84.2% |
| Participant deferral / active EE | $940 | $4,845-80.6% | $4,236-77.8% | $5,850-83.9% |
| Admin fee / account holder | $978 | $7,079-86.2% | $5,794-83.1% | $11,596-91.6% |