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 | $100,257 | $153,772-34.8% | $133,980-25.2% | $273,961-63.4% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 3.56% | 36.51%-33.0pp | 29.30%-25.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,355 | $6,029-77.5% | $5,211-74.0% | $4,869-72.2% |
| Participant deferral / active EE | $1,465 | $6,958-78.9% | $6,282-76.7% | $5,287-72.3% |
| Admin fee / account holder | $9,857 | $11,765-16.2% | $9,324+5.7% | $10,132-2.7% |