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 | $16,913 | $85,202-80.1% | $172,739-90.2% | $72,985-76.8% |
| Participation rate | 48.0% | 70.1%-22.1pp | 82.6%-34.7pp | 69.5%-21.5pp |
| Annual return | 22.86% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $536 | $3,324-83.9% | $5,143-89.6% | $2,440-78.0% |
| Participant deferral / active EE | $785 | $3,260-75.9% | $5,198-84.9% | $3,607-78.2% |
| Admin fee / account holder | $1,338 | $5,884-77.3% | $13,954-90.4% | $5,124-73.9% |