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 | $37,433 | $78,422-52.3% | $95,952-61.0% | $79,858-53.1% |
| Participation rate | 65.3% | 73.5%-8.2pp | 77.1%-11.8pp | 69.6%-4.3pp |
| Annual return | 14.84% | 19.37%-4.5pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $984 | $1,945-49.4% | $2,541-61.3% | $2,471-60.2% |
| Participant deferral / active EE | $1,486 | $3,440-56.8% | $4,167-64.3% | $3,740-60.3% |
| Admin fee / account holder | $5,919 | $5,622+5.3% | $6,795-12.9% | $5,306+11.6% |