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 | $57,544 | $76,670-24.9% | $96,683-40.5% | $71,457-19.5% |
| Participation rate | 41.1% | 66.6%-25.5pp | 74.3%-33.3pp | 67.9%-26.8pp |
| Annual return | 14.24% | 48.29%-34.0pp | 35.69%-21.5pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,193 | $3,031-60.7% | $3,737-68.1% | $2,588-53.9% |
| Participant deferral / active EE | $1,530 | $3,771-59.4% | $4,878-68.6% | $4,289-64.3% |
| Admin fee / account holder | $2,855 | $2,028+40.8% | $6,730-57.6% | $1,587+79.9% |