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 | $51,352 | $77,899-34.1% | $149,673-65.7% | $75,163-31.7% |
| Participation rate | 24.0% | 65.6%-41.6pp | 78.8%-54.8pp | 67.2%-43.2pp |
| Annual return | 17.31% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $514 | $3,137-83.6% | $4,818-89.3% | $2,670-80.7% |
| Participant deferral / active EE | $823 | $3,411-75.9% | $5,680-85.5% | $4,125-80.1% |
| Admin fee / account holder | $10,957 | $5,956+84.0% | $13,210-17.1% | $5,651+93.9% |