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 | $50,067 | $91,190-45.1% | $178,490-71.9% | $79,858-37.3% |
| Participation rate | 23.7% | 69.2%-45.5pp | 81.9%-58.3pp | 69.6%-46.0pp |
| Annual return | 17.26% | 24.19%-6.9pp | 151.07%-133.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $406 | $3,256-87.5% | $5,011-91.9% | $2,471-83.6% |
| Participant deferral / active EE | $824 | $3,236-74.5% | $5,202-84.2% | $3,740-78.0% |
| Admin fee / account holder | $3,305 | $6,751-51.0% | $13,984-76.4% | $5,306-37.7% |