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 3-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 | $29,271 | $159,602-81.7% | $150,045-80.5% | $142,382-79.4% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 29.63% | 70.24%-40.6pp | 62.55%-32.9pp | 217.08%-187.4pp |
| Employer contribution / active EE | $1,586 | $4,961-68.0% | $4,693-66.2% | $4,299-63.1% |
| Participant deferral / active EE | $322 | $8,310-96.1% | $7,997-96.0% | $6,507-95.0% |
| Admin fee / account holder | $940 | $14,846-93.7% | $13,435-93.0% | $12,624-92.6% |