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 | $35,955 | $95,803-62.5% | $113,168-68.2% | $84,808-57.6% |
| Participation rate | 44.0% | 72.9%-28.8pp | 76.6%-32.5pp | 68.3%-24.3pp |
| Annual return | 22.23% | 25.00%-2.8pp | 24.27%-2.0pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,028 | $2,360-56.4% | $2,975-65.4% | $2,631-60.9% |
| Participant deferral / active EE | $1,854 | $4,242-56.3% | $5,107-63.7% | $4,212-56.0% |
| Admin fee / account holder | $7,880 | $8,989-12.3% | $12,068-34.7% | $7,344+7.3% |