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 | $79,554 | $86,929-8.5% | $102,423-22.3% | $80,856-1.6% |
| Participation rate | 17.8% | 72.4%-54.6pp | 76.5%-58.7pp | 67.6%-49.8pp |
| Annual return | 12.76% | 18.88%-6.1pp | 29.32%-16.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,787 | $4,118-56.6% | $5,053-64.6% | $4,296-58.4% |
| Admin fee / account holder | $20,038 | $8,049+149.0% | $9,451+112.0% | $6,918+189.7% |