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 | $32,627 | $51,175-36.2% | $70,515-53.7% | $75,163-56.6% |
| Participation rate | 42.7% | 60.9%-18.3pp | 68.3%-25.7pp | 67.2%-24.5pp |
| Annual return | 17.52% | 30.02%-12.5pp | 32.77%-15.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $794 | $2,849-72.1% | $4,567-82.6% | $4,125-80.7% |
| Admin fee / account holder | $1,191 | $4,091-70.9% | $6,412-81.4% | $5,651-78.9% |