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 | $65,966 | $79,944-17.5% | $98,439-33.0% | $75,163-12.2% |
| Participation rate | 61.3% | 70.4%-9.1pp | 75.2%-13.9pp | 67.2%-5.9pp |
| Annual return | 18.60% | 19.75%-1.2pp | 21.16%-2.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,436 | $2,264-36.5% | $3,048-52.9% | $2,670-46.2% |
| Participant deferral / active EE | $1,436 | $3,752-61.7% | $4,738-69.7% | $4,125-65.2% |
| Admin fee / account holder | $472 | $6,840-93.1% | $8,948-94.7% | $5,651-91.7% |