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 | $106,105 | $86,929+22.1% | $102,423+3.6% | $80,856+31.2% |
| Participation rate | 48.3% | 72.4%-24.0pp | 76.5%-28.2pp | 67.6%-19.3pp |
| Annual return | 11.24% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,143 | $2,369-51.7% | $3,023-62.2% | $2,755-58.5% |
| Participant deferral / active EE | $1,704 | $4,118-58.6% | $5,053-66.3% | $4,296-60.3% |
| Admin fee / account holder | $3,818 | $8,049-52.6% | $9,451-59.6% | $6,918-44.8% |