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 | $27,716 | $73,933-62.5% | $96,683-71.3% | $75,163-63.1% |
| Participation rate | 21.2% | 66.4%-45.2pp | 74.3%-53.1pp | 67.2%-46.0pp |
| Annual return | 14.47% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,321 | $2,928-54.9% | $3,737-64.6% | $2,670-50.5% |
| Participant deferral / active EE | $1,325 | $3,659-63.8% | $4,878-72.8% | $4,125-67.9% |
| Admin fee / account holder | $3,050 | $5,216-41.5% | $6,730-54.7% | $5,651-46.0% |