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 | $63,347 | $86,929-27.1% | $102,423-38.2% | $80,856-21.7% |
| Participation rate | 43.2% | 72.4%-29.2pp | 76.5%-33.3pp | 67.6%-24.5pp |
| Annual return | 12.63% | 18.88%-6.3pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $780 | $2,369-67.1% | $3,023-74.2% | $2,755-71.7% |
| Participant deferral / active EE | $1,096 | $4,118-73.4% | $5,053-78.3% | $4,296-74.5% |
| Admin fee / account holder | $6,552 | $8,049-18.6% | $9,451-30.7% | $6,918-5.3% |