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 | $40,095 | $135,952-70.5% | $123,892-67.6% | $273,961-85.4% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | 9.86% | 56.63%-46.8pp | 47.52%-37.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,355 | $5,170-73.8% | $4,617-70.7% | $4,869-72.2% |
| Participant deferral / active EE | $1,670 | $6,343-73.7% | $5,984-72.1% | $5,287-68.4% |
| Admin fee / account holder | $1,000 | $9,817-89.8% | $8,357-88.0% | $10,132-90.1% |