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 | $81,981 | $133,922-38.8% | $116,228-29.5% | $142,382-42.4% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.6%-38.2pp | 80.1%-43.8pp |
| Annual return | 10.39% | 147.76%-137.4pp | 90.06%-79.7pp | 217.08%-206.7pp |
| Employer contribution / active EE | $715 | $3,446-79.2% | $2,994-76.1% | $4,299-83.4% |
| Participant deferral / active EE | $1,367 | $5,672-75.9% | $4,953-72.4% | $6,507-79.0% |
| Admin fee / account holder | $46,325 | $14,945+210.0% | $11,989+286.4% | $12,624+267.0% |