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 | $16,243 | $99,341-83.6% | $84,750-80.8% | $273,961-94.1% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 19.62% | 22.93%-3.3pp | 22.78%-3.2pp | 41.45%-21.8pp |
| Employer contribution / active EE | $3,495 | $4,214-17.1% | $3,574-2.2% | $4,869-28.2% |
| Participant deferral / active EE | $666 | $4,269-84.4% | $3,712-82.1% | $5,287-87.4% |
| Admin fee / account holder | $6,442 | $6,644-3.0% | $5,332+20.8% | $10,132-36.4% |