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 | $49,348 | $67,606-27.0% | $82,313-40.0% | $70,131-29.6% |
| Participation rate | 54.5% | 72.8%-18.2pp | 76.9%-22.3pp | 69.5%-15.0pp |
| Annual return | 18.23% | 21.57%-3.3pp | 25.88%-7.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,658 | $1,755+51.5% | $2,428+9.5% | $2,342+13.5% |
| Participant deferral / active EE | $464 | $2,987-84.5% | $3,706-87.5% | $3,332-86.1% |
| Admin fee / account holder | $1,611 | $4,512-64.3% | $5,608-71.3% | $4,645-65.3% |