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 | $67,928 | $124,319-45.4% | $111,297-39.0% | $167,490-59.4% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 9.46% | 37.44%-28.0pp | 54.65%-45.2pp | 478.56%-469.1pp |
| Employer contribution / active EE | $5,590 | $3,435+62.7% | $2,731+104.7% | $4,837+15.6% |
| Participant deferral / active EE | $1,438 | $5,180-72.2% | $4,487-68.0% | $6,341-77.3% |
| Admin fee / account holder | $21,851 | $10,618+105.8% | $7,964+174.4% | $12,309+77.5% |