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 | $38,901 | $162,781-76.1% | $133,956-71.0% | $158,922-75.5% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 13.80% | 41.94%-28.1pp | 45.09%-31.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,227 | $4,975-75.3% | $3,919-68.7% | $4,761-74.2% |
| Participant deferral / active EE | $1,227 | $5,911-79.2% | $5,048-75.7% | $5,982-79.5% |
| Admin fee / account holder | $2,181 | $11,736-81.4% | $8,927-75.6% | $11,246-80.6% |