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 | $12,216 | $49,915-75.5% | $154,803-92.1% | $74,304-83.6% |
| Participation rate | 11.7% | 54.0%-42.2pp | 78.1%-66.4pp | 60.3%-48.6pp |
| Annual return | 14.95% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $258 | $2,255-88.6% | $5,540-95.3% | $3,767-93.2% |
| Admin fee / account holder | $1,146 | $2,189-47.6% | $14,329-92.0% | $2,969-61.4% |