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 | $35,804 | $72,277-50.5% | $101,248-64.6% | $79,858-55.2% |
| Participation rate | 65.1% | 68.5%-3.4pp | 75.8%-10.7pp | 69.6%-4.6pp |
| Annual return | 13.11% | 22.30%-9.2pp | 46.47%-33.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $6,878 | $2,692+155.6% | $3,660+88.0% | $2,471+178.4% |
| Participant deferral / active EE | $1,228 | $3,282-62.6% | $4,370-71.9% | $3,740-67.2% |
| Admin fee / account holder | $6,109 | $4,400+38.8% | $5,945+2.8% | $5,306+15.1% |