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 9-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 | $31,190 | $106,515-70.7% | $96,683-67.7% | $139,434-77.6% |
| Participation rate | 23.8% | 77.8%-54.0pp | 74.3%-50.5pp | 80.3%-56.5pp |
| Annual return | 13.72% | 38.43%-24.7pp | 35.69%-22.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $985 | $4,103-76.0% | $3,737-73.6% | $4,751-79.3% |
| Participant deferral / active EE | $1,156 | $5,454-78.8% | $4,878-76.3% | $6,710-82.8% |
| Admin fee / account holder | $17,640 | $7,877+123.9% | $6,730+162.1% | $11,403+54.7% |