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 | $99,047 | $72,492+36.6% | $87,100+13.7% | $72,985+35.7% |
| Participation rate | 42.4% | 72.8%-30.4pp | 76.9%-34.4pp | 69.5%-27.1pp |
| Annual return | 21.03% | 24.46%-3.4pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $546 | $1,894-71.2% | $2,521-78.3% | $2,440-77.6% |
| Participant deferral / active EE | $1,131 | $3,270-65.4% | $4,049-72.1% | $3,607-68.6% |
| Admin fee / account holder | $636 | $5,055-87.4% | $7,497-91.5% | $5,124-87.6% |