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 10-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 | $72,047 | $81,233-11.3% | $155,567-53.7% | $80,874-10.9% |
| Participation rate | 24.5% | 66.2%-41.7pp | 78.2%-53.7pp | 67.6%-43.1pp |
| Annual return | 10.92% | 33.33%-22.4pp | 64.74%-53.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $409 | $3,101-86.8% | $4,674-91.2% | $2,756-85.1% |
| Participant deferral / active EE | $720 | $3,452-79.1% | $5,628-87.2% | $4,297-83.2% |
| Admin fee / account holder | $3,772 | $7,998-52.8% | $15,916-76.3% | $6,935-45.6% |