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 | $50,708 | $51,576-1.7% | $129,207-60.8% | $80,856-37.3% |
| Participation rate | 11.4% | 57.0%-45.5pp | 69.6%-58.2pp | 67.6%-56.2pp |
| Annual return | 16.42% | 20.81%-4.4pp | 9417.33%-9400.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $334 | $1,584-78.9% | $4,153-92.0% | $2,755-87.9% |
| Participant deferral / active EE | $730 | $2,669-72.7% | $4,168-82.5% | $4,296-83.0% |
| Admin fee / account holder | $1,453 | $4,305-66.3% | $7,715-81.2% | $6,918-79.0% |