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 | $41,046 | $76,552-46.4% | $123,892-66.9% | $62,891-34.7% |
| Participation rate | 40.6% | 73.0%-32.4pp | 81.4%-40.8pp | 69.3%-28.7pp |
| Annual return | 17.60% | 18.68%-1.1pp | 47.52%-29.9pp | 20.14%-2.5pp |
| Employer contribution / active EE | $667 | $2,883-76.9% | $4,617-85.6% | $2,281-70.8% |
| Participant deferral / active EE | $1,504 | $4,840-68.9% | $5,984-74.9% | $3,203-53.0% |
| Admin fee / account holder | $2,650 | $4,826-45.1% | $8,357-68.3% | $4,296-38.3% |