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 8-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 | $21,274 | $140,940-84.9% | $112,229-81.0% | $139,434-84.7% |
| Participation rate | 25.0% | 79.2%-54.2pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 22.67% | 32.71%-10.0pp | 30.20%-7.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,133 | $5,874-80.7% | $4,798-76.4% | $6,710-83.1% |
| Admin fee / account holder | $1,696 | $9,954-83.0% | $7,748-78.1% | $11,403-85.1% |