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 | $86,324 | $109,413-21.1% | $156,263-44.8% | $84,808+1.8% |
| Participation rate | 46.2% | 72.7%-26.5pp | 78.9%-32.8pp | 68.3%-22.2pp |
| Annual return | 13.62% | 20.18%-6.6pp | 59.47%-45.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,090 | $2,907-62.5% | $4,333-74.8% | $2,631-58.6% |
| Participant deferral / active EE | $1,642 | $4,590-64.2% | $6,158-73.3% | $4,212-61.0% |
| Admin fee / account holder | $23,818 | $9,357+154.6% | $14,255+67.1% | $7,344+224.3% |