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 | $31,928 | $54,762-41.7% | $90,281-64.6% | $72,985-56.3% |
| Participation rate | 57.6% | 65.1%-7.6pp | 73.3%-15.7pp | 69.5%-11.9pp |
| Annual return | 19.99% | 30.63%-10.6pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $611 | $2,092-70.8% | $2,854-78.6% | $2,440-75.0% |
| Participant deferral / active EE | $721 | $2,887-75.0% | $3,885-81.4% | $3,607-80.0% |
| Admin fee / account holder | $396 | $3,972-90.0% | $5,351-92.6% | $5,124-92.3% |