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 | $45,790 | $153,772-70.2% | $133,980-65.8% | $273,961-83.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 5.56% | 36.51%-31.0pp | 29.30%-23.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,484 | $6,029-75.4% | $5,211-71.5% | $4,869-69.5% |
| Participant deferral / active EE | $1,887 | $6,958-72.9% | $6,282-70.0% | $5,287-64.3% |
| Admin fee / account holder | $8,953 | $11,765-23.9% | $9,324-4.0% | $10,132-11.6% |