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 | $27,993 | $81,208-65.5% | $98,907-71.7% | $79,858-64.9% |
| Participation rate | 65.5% | 72.5%-7.0pp | 76.0%-10.5pp | 69.6%-4.1pp |
| Annual return | 10.47% | 60.99%-50.5pp | 196.43%-186.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $993 | $1,960-49.3% | $2,689-63.1% | $2,471-59.8% |
| Participant deferral / active EE | $1,162 | $3,265-64.4% | $4,244-72.6% | $3,740-68.9% |
| Admin fee / account holder | $4,950 | $6,013-17.7% | $6,642-25.5% | $5,306-6.7% |