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 | $93,946 | $67,606+39.0% | $82,313+14.1% | $70,131+34.0% |
| Participation rate | 25.9% | 72.8%-46.8pp | 76.9%-51.0pp | 69.5%-43.6pp |
| Annual return | 18.87% | 21.57%-2.7pp | 25.88%-7.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,212 | $2,987-59.4% | $3,706-67.3% | $3,332-63.6% |
| Admin fee / account holder | $1,835 | $4,512-59.3% | $5,608-67.3% | $4,645-60.5% |