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 4-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 | $29,560 | $95,266-69.0% | $82,389-64.1% | $142,382-79.2% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.5%-49.5pp | 80.1%-60.1pp |
| Annual return | 20.56% | 25.74%-5.2pp | 28.67%-8.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $758 | $2,991-74.7% | $2,517-69.9% | $4,299-82.4% |
| Participant deferral / active EE | $432 | $4,809-91.0% | $4,155-89.6% | $6,507-93.4% |
| Admin fee / account holder | $758 | $8,563-91.1% | $7,231-89.5% | $12,624-94.0% |