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 | $27,945 | $58,208-52.0% | $81,812-65.8% | $80,856-65.4% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.3%-39.0pp | 67.6%-34.3pp |
| Annual return | 13.79% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $626 | $2,340-73.2% | $2,912-78.5% | $2,755-77.3% |
| Participant deferral / active EE | $378 | $3,281-88.5% | $4,319-91.3% | $4,296-91.2% |
| Admin fee / account holder | $306 | $4,981-93.9% | $7,386-95.9% | $6,918-95.6% |