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 9-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 | $76,595 | $78,672-2.6% | $109,143-29.8% | $85,850-10.8% |
| Participation rate | 48.0% | 68.3%-20.3pp | 75.9%-27.9pp | 69.3%-21.3pp |
| Annual return | 14.89% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,142 | $2,735-58.3% | $3,722-69.3% | $2,565-55.5% |
| Participant deferral / active EE | $1,401 | $3,467-59.6% | $4,653-69.9% | $3,952-64.6% |
| Admin fee / account holder | $1,425 | $5,469-73.9% | $6,752-78.9% | $6,260-77.2% |