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 | $59,961 | $105,181-43.0% | $159,436-62.4% | $85,850-30.2% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.8%-50.8pp | 69.3%-37.3pp |
| Annual return | 13.73% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,121 | $3,318-66.2% | $4,829-76.8% | $2,565-56.3% |
| Participant deferral / active EE | $2,339 | $5,945-60.7% | $7,352-68.2% | $3,952-40.8% |
| Admin fee / account holder | $17,428 | $6,933+151.4% | $10,799+61.4% | $6,260+178.4% |