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 | $17,247 | $91,190-81.1% | $178,490-90.3% | $79,858-78.4% |
| Participation rate | 43.8% | 69.2%-25.5pp | 81.9%-38.2pp | 69.6%-25.9pp |
| Annual return | 11.41% | 24.19%-12.8pp | 151.07%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $389 | $3,256-88.1% | $5,011-92.2% | $2,471-84.3% |
| Participant deferral / active EE | $524 | $3,236-83.8% | $5,202-89.9% | $3,740-86.0% |
| Admin fee / account holder | $6,033 | $6,751-10.6% | $13,984-56.9% | $5,306+13.7% |