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 | $41,616 | $106,515-60.9% | $96,683-57.0% | $139,434-70.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 11.88% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,569 | $4,103-61.8% | $3,737-58.0% | $4,751-67.0% |
| Participant deferral / active EE | $1,241 | $5,454-77.2% | $4,878-74.6% | $6,710-81.5% |
| Admin fee / account holder | $9,702 | $7,877+23.2% | $6,730+44.2% | $11,403-14.9% |