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 | $65,032 | $72,012-9.7% | $185,823-65.0% | $79,858-18.6% |
| Participation rate | 61.3% | 65.8%-4.5pp | 78.0%-16.7pp | 69.6%-8.3pp |
| Annual return | 21.13% | 23.12%-2.0pp | 35.95%-14.8pp | 31.71%-10.6pp |
| Employer contribution / active EE | $516 | $1,965-73.7% | $4,087-87.4% | $2,471-79.1% |
| Participant deferral / active EE | $1,116 | $3,779-70.5% | $5,632-80.2% | $3,740-70.2% |
| Admin fee / account holder | $637 | $4,513-85.9% | $9,500-93.3% | $5,306-88.0% |