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 | $49,418 | $65,365-24.4% | $92,893-46.8% | $72,985-32.3% |
| Participation rate | 56.0% | 68.3%-12.3pp | 76.0%-20.0pp | 69.5%-13.5pp |
| Annual return | 23.43% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $747 | $2,594-71.2% | $3,653-79.6% | $2,440-69.4% |
| Participant deferral / active EE | $980 | $3,128-68.7% | $4,236-76.9% | $3,607-72.8% |
| Admin fee / account holder | $359 | $4,251-91.6% | $5,794-93.8% | $5,124-93.0% |