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 | $25,428 | $61,156-58.4% | $185,823-86.3% | $79,386-68.0% |
| Participation rate | 60.7% | 66.6%-5.9pp | 81.7%-21.0pp | 70.7%-10.0pp |
| Annual return | 12.33% | 19.45%-7.1pp | 122.05%-109.7pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,328 | $2,321-42.8% | $5,167-74.3% | $2,427-45.3% |
| Participant deferral / active EE | $598 | $2,789-78.6% | $5,568-89.3% | $4,046-85.2% |
| Admin fee / account holder | $333 | $710-53.1% | $16,237-98.0% | $626-46.9% |