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 | $38,830 | $109,413-64.5% | $156,263-75.2% | $84,808-54.2% |
| Participation rate | 44.0% | 72.7%-28.7pp | 78.9%-34.9pp | 68.3%-24.3pp |
| Annual return | 18.11% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,001 | $2,907-65.6% | $4,333-76.9% | $2,631-62.0% |
| Participant deferral / active EE | $1,518 | $4,590-66.9% | $6,158-75.3% | $4,212-64.0% |
| Admin fee / account holder | $3,484 | $9,357-62.8% | $14,255-75.6% | $7,344-52.6% |