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 | $64,565 | $70,475-8.4% | $100,516-35.8% | $79,858-19.1% |
| Participation rate | 31.5% | 73.7%-42.2pp | 79.4%-47.9pp | 69.6%-38.2pp |
| Annual return | 21.56% | 21.90%-0.3pp | 30.89%-9.3pp | 31.71%-10.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $761 | $5,181-85.3% | $6,270-87.9% | $3,740-79.7% |
| Admin fee / account holder | $2,555 | $4,478-43.0% | $8,081-68.4% | $5,306-51.9% |