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 | $24,829 | $65,041-61.8% | $90,951-72.7% | $79,858-68.9% |
| Participation rate | 43.2% | 61.6%-18.4pp | 69.0%-25.8pp | 69.6%-26.5pp |
| Annual return | 26.89% | 30.45%-3.6pp | 134.60%-107.7pp | 31.71%-4.8pp |
| Employer contribution / active EE | $1,468 | $1,247+17.7% | $2,122-30.8% | $2,471-40.6% |
| Participant deferral / active EE | $624 | $2,512-75.2% | $3,373-81.5% | $3,740-83.3% |
| Admin fee / account holder | $5,165 | $4,536+13.9% | $5,959-13.3% | $5,306-2.7% |