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 | $35,942 | $58,512-38.6% | $84,015-57.2% | $72,985-50.8% |
| Participation rate | 24.7% | 61.2%-36.5pp | 69.0%-44.3pp | 69.5%-44.8pp |
| Annual return | 17.98% | 28.93%-11.0pp | 71.31%-53.3pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $741 | $2,394-69.0% | $3,239-77.1% | $3,607-79.5% |
| Admin fee / account holder | $9,389 | $4,569+105.5% | $6,101+53.9% | $5,124+83.2% |