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 | $32,186 | $81,248-60.4% | $155,509-79.3% | $80,856-60.2% |
| Participation rate | 28.0% | 66.2%-38.2pp | 78.2%-50.2pp | 67.6%-39.6pp |
| Annual return | 22.84% | 33.31%-10.5pp | 64.67%-41.8pp | 35.59%-12.8pp |
| Employer contribution / active EE | $403 | $3,100-87.0% | $4,672-91.4% | $2,755-85.4% |
| Participant deferral / active EE | $653 | $3,452-81.1% | $5,626-88.4% | $4,296-84.8% |
| Admin fee / account holder | $2,176 | $7,997-72.8% | $15,912-86.3% | $6,918-68.5% |