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 | $30,783 | $65,561-53.0% | $86,188-64.3% | $75,163-59.0% |
| Participation rate | 36.0% | 60.5%-24.5pp | 69.0%-33.0pp | 67.2%-31.2pp |
| Annual return | 13.90% | 46.05%-32.2pp | 1168.45%-1154.6pp | 160.62%-146.7pp |
| Employer contribution / active EE | $722 | $1,553-53.5% | $2,380-69.7% | $2,670-73.0% |
| Participant deferral / active EE | $1,195 | $3,024-60.5% | $3,985-70.0% | $4,125-71.0% |
| Admin fee / account holder | $1,544 | $5,474-71.8% | $6,852-77.5% | $5,651-72.7% |