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 | $43,651 | $81,460-46.4% | $103,333-57.8% | $80,856-46.0% |
| Participation rate | 66.0% | 66.8%-0.8pp | 74.5%-8.5pp | 67.6%-1.6pp |
| Annual return | 11.70% | 25.55%-13.8pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,659 | $3,105+17.8% | $3,868-5.4% | $2,755+32.8% |
| Participant deferral / active EE | $1,177 | $3,869-69.6% | $5,057-76.7% | $4,296-72.6% |
| Admin fee / account holder | $4,205 | $6,566-36.0% | $8,355-49.7% | $6,918-39.2% |