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 | $17,016 | $48,076-64.6% | $78,689-78.4% | $62,891-72.9% |
| Participation rate | 20.0% | 65.2%-45.2pp | 73.6%-53.6pp | 69.3%-49.3pp |
| Annual return | 8.43% | 31.35%-22.9pp | 62.18%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $896 | $2,015-55.5% | $2,851-68.6% | $2,281-60.7% |
| Participant deferral / active EE | $472 | $2,588-81.8% | $3,517-86.6% | $3,203-85.3% |
| Admin fee / account holder | $2,021 | $3,207-37.0% | $4,510-55.2% | $4,296-53.0% |