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 | $77,867 | $58,577+32.9% | $83,333-6.6% | $64,186+21.3% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | 15.36% | 9.65%+5.7pp | 10.63%+4.7pp | 7.63%+7.7pp |
| Employer contribution / active EE | $711 | $2,098-66.1% | $3,379-78.9% | $2,381-70.1% |
| Participant deferral / active EE | $982 | $4,654-78.9% | $5,565-82.4% | $3,470-71.7% |
| Admin fee / account holder | $948 | $9,275-89.8% | $7,510-87.4% | $4,888-80.6% |