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 | $46,084 | $80,968-43.1% | $96,544-52.3% | $75,163-38.7% |
| Participation rate | 62.8% | 71.8%-8.9pp | 76.0%-13.1pp | 67.2%-4.4pp |
| Annual return | 15.70% | 27.06%-11.4pp | 25.84%-10.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,690 | $2,282-25.9% | $2,965-43.0% | $2,670-36.7% |
| Participant deferral / active EE | $546 | $3,928-86.1% | $4,851-88.8% | $4,125-86.8% |
| Admin fee / account holder | $1,529 | $6,724-77.3% | $8,252-81.5% | $5,651-72.9% |