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 | $55,069 | $56,114-1.9% | $96,139-42.7% | $85,850-35.9% |
| Participation rate | 16.1% | 56.7%-40.6pp | 68.4%-52.3pp | 69.3%-53.2pp |
| Annual return | 19.16% | 42.30%-23.1pp | 191.94%-172.8pp | 318.53%-299.4pp |
| Employer contribution / active EE | $300 | $1,620-81.4% | $2,797-89.3% | $2,565-88.3% |
| Participant deferral / active EE | $564 | $2,859-80.3% | $4,349-87.0% | $3,952-85.7% |
| Admin fee / account holder | $2,834 | $3,768-24.8% | $5,537-48.8% | $6,260-54.7% |