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 | $52,305 | $80,968-35.4% | $96,544-45.8% | $75,163-30.4% |
| Participation rate | 32.6% | 71.8%-39.2pp | 76.0%-43.4pp | 67.2%-34.6pp |
| Annual return | 15.63% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,638 | $3,928-58.3% | $4,851-66.2% | $4,125-60.3% |
| Admin fee / account holder | $4,806 | $6,724-28.5% | $8,252-41.8% | $5,651-14.9% |