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 | $85,419 | $86,929-1.7% | $102,423-16.6% | $80,856+5.6% |
| Participation rate | 42.4% | 72.4%-30.0pp | 76.5%-34.1pp | 67.6%-25.2pp |
| Annual return | 12.12% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $929 | $2,369-60.8% | $3,023-69.3% | $2,755-66.3% |
| Participant deferral / active EE | $1,141 | $4,118-72.3% | $5,053-77.4% | $4,296-73.5% |
| Admin fee / account holder | $18,596 | $8,049+131.0% | $9,451+96.8% | $6,918+168.8% |