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 | $13,112 | $47,848-72.6% | $81,478-83.9% | $70,131-81.3% |
| Participation rate | 27.3% | 58.3%-31.0pp | 68.0%-40.7pp | 69.5%-42.3pp |
| Annual return | 21.39% | 27.25%-5.9pp | 38.78%-17.4pp | 73.14%-51.7pp |
| Employer contribution / active EE | $227 | $1,527-85.2% | $2,568-91.2% | $2,342-90.3% |
| Participant deferral / active EE | $301 | $2,453-87.7% | $3,537-91.5% | $3,332-91.0% |
| Admin fee / account holder | $491 | $3,145-84.4% | $4,561-89.2% | $4,645-89.4% |