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 6-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 | $23,984 | $77,899-69.2% | $149,673-84.0% | $75,163-68.1% |
| Participation rate | 25.9% | 65.6%-39.7pp | 78.8%-52.8pp | 67.2%-41.3pp |
| Annual return | 20.81% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $574 | $3,137-81.7% | $4,818-88.1% | $2,670-78.5% |
| Participant deferral / active EE | $709 | $3,411-79.2% | $5,680-87.5% | $4,125-82.8% |
| Admin fee / account holder | $3,297 | $5,956-44.6% | $13,210-75.0% | $5,651-41.7% |