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 | $60,138 | $91,190-34.1% | $178,490-66.3% | $79,858-24.7% |
| Participation rate | 28.0% | 69.2%-41.2pp | 81.9%-53.9pp | 69.6%-41.6pp |
| Annual return | 17.34% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,815 | $3,256-44.2% | $5,011-63.8% | $2,471-26.5% |
| Participant deferral / active EE | $603 | $3,236-81.4% | $5,202-88.4% | $3,740-83.9% |
| Admin fee / account holder | $1,182 | $6,751-82.5% | $13,984-91.5% | $5,306-77.7% |