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 | $21,929 | $72,277-69.7% | $101,248-78.3% | $79,858-72.5% |
| Participation rate | 48.5% | 68.5%-19.9pp | 75.8%-27.3pp | 69.6%-21.1pp |
| Annual return | 12.98% | 22.30%-9.3pp | 46.47%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,804 | $2,692-33.0% | $3,660-50.7% | $2,471-27.0% |
| Participant deferral / active EE | $247 | $3,282-92.5% | $4,370-94.3% | $3,740-93.4% |
| Admin fee / account holder | $5,648 | $4,400+28.3% | $5,945-5.0% | $5,306+6.4% |