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 | $33,292 | $77,503-57.0% | $100,391-66.8% | $80,856-58.8% |
| Participation rate | 32.0% | 76.9%-44.9pp | 81.5%-49.5pp | 67.6%-35.6pp |
| Annual return | 14.81% | 37.20%-22.4pp | 49.20%-34.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,182 | $6,820-82.7% | $8,082-85.4% | $4,296-72.5% |
| Admin fee / account holder | $757 | $5,897-87.2% | $7,899-90.4% | $6,918-89.1% |