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 | $69,282 | $149,734-53.7% | $118,925-41.7% | $158,922-56.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 75.4%-15.4pp | 82.0%-22.0pp |
| Annual return | 16.06% | 19.95%-3.9pp | 35.88%-19.8pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,201 | $4,115-70.8% | $3,263-63.2% | $4,761-74.8% |
| Participant deferral / active EE | $1,201 | $5,223-77.0% | $4,265-71.8% | $5,982-79.9% |
| Admin fee / account holder | $599 | $8,603-93.0% | $6,581-90.9% | $11,246-94.7% |