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 | $117,662 | $115,882+1.5% | $100,516+17.1% | $158,922-26.0% |
| Participation rate | 30.4% | 81.6%-51.1pp | 79.4%-49.0pp | 82.0%-51.5pp |
| Annual return | 7.36% | 34.79%-27.4pp | 30.89%-23.5pp | 302.83%-295.5pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $327 | $6,674-95.1% | $6,270-94.8% | $5,982-94.5% |
| Admin fee / account holder | $12,582 | $10,995+14.4% | $8,081+55.7% | $11,246+11.9% |