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 | $57,314 | $59,097-3.0% | $82,389-30.4% | $74,304-22.9% |
| Participation rate | 14.1% | 52.8%-38.6pp | 69.5%-55.4pp | 60.3%-46.2pp |
| Annual return | 14.18% | 22.85%-8.7pp | 28.67%-14.5pp | 29.43%-15.2pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $332 | $2,775-88.0% | $4,155-92.0% | $3,767-91.2% |
| Admin fee / account holder | $5,273 | $4,489+17.4% | $7,231-27.1% | $2,969+77.6% |