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 | $44,252 | $135,952-67.5% | $123,892-64.3% | $273,961-83.8% |
| Participation rate | 43.5% | 84.1%-40.6pp | 81.4%-37.9pp | 83.0%-39.5pp |
| Annual return | 6.82% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,513 | $5,170-70.7% | $4,617-67.2% | $4,869-68.9% |
| Participant deferral / active EE | $1,587 | $6,343-75.0% | $5,984-73.5% | $5,287-70.0% |
| Admin fee / account holder | $5,479 | $9,817-44.2% | $8,357-34.4% | $10,132-45.9% |