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 | $51,088 | $100,923-49.4% | $150,045-66.0% | $74,304-31.2% |
| Participation rate | 33.6% | 70.1%-36.5pp | 82.3%-48.7pp | 60.3%-26.7pp |
| Annual return | 23.77% | 51.77%-28.0pp | 62.55%-38.8pp | 29.43%-5.7pp |
| Employer contribution / active EE | $733 | $3,463-78.8% | $4,693-84.4% | $2,241-67.3% |
| Participant deferral / active EE | $1,509 | $6,709-77.5% | $7,997-81.1% | $3,767-59.9% |
| Admin fee / account holder | $3,971 | $2,767+43.5% | $13,435-70.4% | $2,969+33.8% |