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 | $35,311 | $56,277-37.3% | $80,975-56.4% | $62,891-43.9% |
| Participation rate | 61.8% | 69.0%-7.1pp | 75.8%-14.0pp | 69.3%-7.5pp |
| Annual return | 5.96% | 22.12%-16.2pp | 17.10%-11.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $272 | $1,943-86.0% | $3,714-92.7% | $2,281-88.1% |
| Participant deferral / active EE | $1,404 | $4,195-66.5% | $5,696-75.4% | $3,203-56.2% |
| Admin fee / account holder | $371 | $3,741-90.1% | $5,516-93.3% | $4,296-91.4% |