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 | $32,787 | $72,277-54.6% | $101,248-67.6% | $79,858-58.9% |
| Participation rate | 68.1% | 68.5%-0.3pp | 75.8%-7.7pp | 69.6%-1.5pp |
| Annual return | 10.92% | 22.30%-11.4pp | 46.47%-35.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $3,106 | $2,692+15.4% | $3,660-15.1% | $2,471+25.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,245 | $4,400-49.0% | $5,945-62.2% | $5,306-57.7% |