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 | $22,878 | $63,355-63.9% | $91,989-75.1% | $72,985-68.7% |
| Participation rate | 19.2% | 72.5%-53.3pp | 78.6%-59.4pp | 69.5%-50.3pp |
| Annual return | 20.10% | 35.35%-15.2pp | 69.02%-48.9pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $416 | $4,883-91.5% | $5,923-93.0% | $3,607-88.5% |
| Admin fee / account holder | $7,945 | $4,668+70.2% | $7,743+2.6% | $5,124+55.0% |