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 | $34,620 | $53,777-35.6% | $134,143-74.2% | $79,858-56.6% |
| Participation rate | 66.7% | 58.8%+7.9pp | 72.2%-5.5pp | 69.6%-3.0pp |
| Annual return | 11.47% | 19.01%-7.5pp | 36.33%-24.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,229 | $1,321-7.0% | $3,704-66.8% | $2,471-50.3% |
| Participant deferral / active EE | $684 | $2,420-71.7% | $3,499-80.4% | $3,740-81.7% |
| Admin fee / account holder | $6,174 | $3,984+55.0% | $6,684-7.6% | $5,306+16.4% |