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 | $28,284 | $55,932-49.4% | $76,735-63.1% | $67,986-58.4% |
| Participation rate | 22.2% | 50.8%-28.6pp | 69.5%-47.3pp | 57.2%-35.0pp |
| Annual return | 19.97% | 23.10%-3.1pp | 29.77%-9.8pp | 31.67%-11.7pp |
| Employer contribution / active EE | $390 | $1,487-73.8% | $2,454-84.1% | $2,019-80.7% |
| Participant deferral / active EE | $715 | $2,558-72.1% | $4,088-82.5% | $3,358-78.7% |
| Admin fee / account holder | $1,671 | $4,907-66.0% | $7,189-76.8% | $3,203-47.8% |