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 | $58,001 | $109,881-47.2% | $150,045-61.3% | $84,808-31.6% |
| Participation rate | 48.0% | 76.1%-28.1pp | 82.3%-34.3pp | 68.3%-20.3pp |
| Annual return | 15.43% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,120 | $3,561-68.5% | $4,693-76.1% | $2,631-57.4% |
| Participant deferral / active EE | $2,010 | $6,636-69.7% | $7,997-74.9% | $4,212-52.3% |
| Admin fee / account holder | $10,783 | $8,568+25.8% | $13,435-19.7% | $7,344+46.8% |