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 6-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 | $26,208 | $124,425-78.9% | $112,040-76.6% | $137,256-80.9% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 15.88% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,352 | $3,411-60.4% | $2,954-54.2% | $4,156-67.5% |
| Participant deferral / active EE | $1,667 | $5,718-70.9% | $5,098-67.3% | $6,407-74.0% |
| Admin fee / account holder | $3,840 | $15,207-74.7% | $12,098-68.3% | $12,270-68.7% |