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 | $88,007 | $48,076+83.1% | $78,689+11.8% | $62,891+39.9% |
| Participation rate | 52.0% | 65.2%-13.2pp | 73.6%-21.6pp | 69.3%-17.3pp |
| Annual return | 6.98% | 31.35%-24.4pp | 62.18%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $163 | $2,588-93.7% | $3,517-95.4% | $3,203-94.9% |
| Admin fee / account holder | $5,784 | $3,207+80.4% | $4,510+28.2% | $4,296+34.7% |