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 | $27,736 | $76,407-63.7% | $150,298-81.5% | $82,448-66.4% |
| Participation rate | 42.5% | 66.4%-23.9pp | 77.8%-35.3pp | 68.1%-25.6pp |
| Annual return | 15.99% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $312 | $2,614-88.1% | $4,154-92.5% | $2,551-87.8% |
| Participant deferral / active EE | $313 | $3,214-90.3% | $5,453-94.3% | $4,139-92.4% |
| Admin fee / account holder | $41,020 | $6,352+545.8% | $14,116+190.6% | $7,234+467.0% |