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 | $37,051 | $58,208-36.3% | $81,812-54.7% | $80,856-54.2% |
| Participation rate | 11.1% | 63.4%-52.3pp | 72.3%-61.2pp | 67.6%-56.5pp |
| Annual return | 15.18% | 41.66%-26.5pp | 773.79%-758.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $350 | $2,340-85.0% | $2,912-88.0% | $2,755-87.3% |
| Participant deferral / active EE | $123 | $3,281-96.3% | $4,319-97.2% | $4,296-97.1% |
| Admin fee / account holder | $6,736 | $4,981+35.2% | $7,386-8.8% | $6,918-2.6% |