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 | $102,741 | $153,772-33.2% | $133,980-23.3% | $273,961-62.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 8.51% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,738 | $6,029-71.2% | $5,211-66.7% | $4,869-64.3% |
| Participant deferral / active EE | $2,167 | $6,958-68.9% | $6,282-65.5% | $5,287-59.0% |
| Admin fee / account holder | $1,571 | $11,765-86.7% | $9,324-83.2% | $10,132-84.5% |