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 | $37,793 | $85,202-55.6% | $172,739-78.1% | $72,985-48.2% |
| Participation rate | 46.4% | 70.1%-23.6pp | 82.6%-36.2pp | 69.5%-23.1pp |
| Annual return | 22.19% | 27.32%-5.1pp | 802.84%-780.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $419 | $3,324-87.4% | $5,143-91.9% | $2,440-82.8% |
| Participant deferral / active EE | $846 | $3,260-74.1% | $5,198-83.7% | $3,607-76.6% |
| Admin fee / account holder | $4,727 | $5,884-19.7% | $13,954-66.1% | $5,124-7.8% |