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 | $23,680 | $65,041-63.6% | $90,951-74.0% | $79,858-70.3% |
| Participation rate | 19.0% | 61.6%-42.6pp | 69.0%-50.0pp | 69.6%-50.6pp |
| Annual return | 21.54% | 30.45%-8.9pp | 134.60%-113.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $450 | $1,247-63.9% | $2,122-78.8% | $2,471-81.8% |
| Participant deferral / active EE | $673 | $2,512-73.2% | $3,373-80.1% | $3,740-82.0% |
| Admin fee / account holder | $7,947 | $4,536+75.2% | $5,959+33.4% | $5,306+49.8% |