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 6-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 | $42,685 | $73,933-42.3% | $96,683-55.9% | $75,163-43.2% |
| Participation rate | 34.4% | 66.4%-32.0pp | 74.3%-40.0pp | 67.2%-32.8pp |
| Annual return | 13.86% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,108 | $2,928-62.1% | $3,737-70.3% | $2,670-58.5% |
| Participant deferral / active EE | $1,459 | $3,659-60.1% | $4,878-70.1% | $4,125-64.6% |
| Admin fee / account holder | $9,710 | $5,216+86.1% | $6,730+44.3% | $5,651+71.8% |