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 | $89,438 | $95,803-6.6% | $113,168-21.0% | $84,808+5.5% |
| Participation rate | 28.1% | 72.9%-44.7pp | 76.6%-48.4pp | 68.3%-40.2pp |
| Annual return | 17.85% | 25.00%-7.2pp | 24.27%-6.4pp | 40.90%-23.1pp |
| Employer contribution / active EE | $786 | $2,360-66.7% | $2,975-73.6% | $2,631-70.1% |
| Participant deferral / active EE | $1,687 | $4,242-60.2% | $5,107-67.0% | $4,212-59.9% |
| Admin fee / account holder | $1,637 | $8,989-81.8% | $12,068-86.4% | $7,344-77.7% |