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 | $32,646 | $53,777-39.3% | $134,143-75.7% | $79,858-59.1% |
| Participation rate | 26.5% | 58.8%-32.3pp | 72.2%-45.7pp | 69.6%-43.2pp |
| Annual return | 32.36% | 19.01%+13.3pp | 36.33%-4.0pp | 31.71%+0.6pp |
| Employer contribution / active EE | $510 | $1,321-61.4% | $3,704-86.2% | $2,471-79.4% |
| Participant deferral / active EE | $874 | $2,420-63.9% | $3,499-75.0% | $3,740-76.6% |
| Admin fee / account holder | $3,000 | $3,984-24.7% | $6,684-55.1% | $5,306-43.5% |