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 4-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 | $71,439 | $154,228-53.7% | $145,433-50.9% | $137,256-48.0% |
| Participation rate | 10.0% | 83.8%-73.8pp | 82.1%-72.1pp | 80.0%-70.0pp |
| Annual return | 17.46% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $918 | $4,804-80.9% | $4,554-79.8% | $4,156-77.9% |
| Participant deferral / active EE | $1,148 | $8,216-86.0% | $7,897-85.5% | $6,407-82.1% |
| Admin fee / account holder | $1,811 | $14,344-87.4% | $13,129-86.2% | $12,270-85.2% |