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 | $51,817 | $59,839-13.4% | $81,983-36.8% | $79,858-35.1% |
| Participation rate | 34.5% | 61.6%-27.1pp | 69.2%-34.7pp | 69.6%-35.1pp |
| Annual return | 18.37% | 17.56%+0.8pp | 41.31%-22.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,192 | $1,713-30.4% | $2,498-52.3% | $2,471-51.8% |
| Participant deferral / active EE | $132 | $2,695-95.1% | $3,722-96.5% | $3,740-96.5% |
| Admin fee / account holder | $9,173 | $4,287+114.0% | $5,664+62.0% | $5,306+72.9% |