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 3-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 | $28,851 | $172,111-83.2% | $150,298-80.8% | $137,256-79.0% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 12.89% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $881 | $4,636-81.0% | $4,154-78.8% | $4,156-78.8% |
| Participant deferral / active EE | $1,404 | $6,166-77.2% | $5,453-74.2% | $6,407-78.1% |
| Admin fee / account holder | $458 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |