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 | $36,008 | $93,571-61.5% | $135,903-73.5% | $75,163-52.1% |
| Participation rate | 47.0% | 75.2%-28.2pp | 81.9%-34.9pp | 67.2%-20.2pp |
| Annual return | 46.44% | 30.90%+15.5pp | 68.23%-21.8pp | 160.62%-114.2pp |
| Employer contribution / active EE | $1,286 | $3,537-63.6% | $4,856-73.5% | $2,670-51.8% |
| Participant deferral / active EE | $395 | $6,404-93.8% | $7,758-94.9% | $4,125-90.4% |
| Admin fee / account holder | $20,610 | $6,975+195.5% | $10,762+91.5% | $5,651+264.7% |