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 5-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 | $53,201 | $109,413-51.4% | $156,263-66.0% | $84,808-37.3% |
| Participation rate | 36.7% | 72.7%-36.0pp | 78.9%-42.2pp | 68.3%-31.6pp |
| Annual return | 16.13% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $862 | $2,907-70.3% | $4,333-80.1% | $2,631-67.2% |
| Participant deferral / active EE | $1,853 | $4,590-59.6% | $6,158-69.9% | $4,212-56.0% |
| Admin fee / account holder | $1,444 | $9,357-84.6% | $14,255-89.9% | $7,344-80.3% |