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 | $56,684 | $48,076+17.9% | $78,689-28.0% | $62,891-9.9% |
| Participation rate | 21.4% | 65.2%-43.8pp | 73.6%-52.1pp | 69.3%-47.9pp |
| Annual return | 6.58% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $270 | $2,015-86.6% | $2,851-90.5% | $2,281-88.2% |
| Participant deferral / active EE | $552 | $2,588-78.7% | $3,517-84.3% | $3,203-82.8% |
| Admin fee / account holder | $2,557 | $3,207-20.3% | $4,510-43.3% | $4,296-40.5% |