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 | $47,282 | $109,881-57.0% | $150,045-68.5% | $84,808-44.2% |
| Participation rate | 52.4% | 76.1%-23.7pp | 82.3%-29.9pp | 68.3%-15.9pp |
| Annual return | 21.24% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,480 | $3,561-58.4% | $4,693-68.5% | $2,631-43.8% |
| Participant deferral / active EE | $2,089 | $6,636-68.5% | $7,997-73.9% | $4,212-50.4% |
| Admin fee / account holder | $17,777 | $8,568+107.5% | $13,435+32.3% | $7,344+142.1% |