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 | $49,235 | $110,257-55.3% | $96,544-49.0% | $139,434-64.7% |
| Participation rate | 45.0% | 78.1%-33.1pp | 76.0%-31.0pp | 80.3%-35.3pp |
| Annual return | 11.36% | 26.32%-15.0pp | 25.84%-14.5pp | 372.94%-361.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,363 | $5,548-75.4% | $4,851-71.9% | $6,710-79.7% |
| Admin fee / account holder | $1,822 | $11,591-84.3% | $8,252-77.9% | $11,403-84.0% |