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 | $25,955 | $78,926-67.1% | $136,749-81.0% | $84,808-69.4% |
| Participation rate | 37.0% | 62.2%-25.2pp | 72.1%-35.2pp | 68.3%-31.4pp |
| Annual return | 19.33% | 18.17%+1.2pp | 24.33%-5.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $568 | $2,134-73.4% | $3,400-83.3% | $2,631-78.4% |
| Participant deferral / active EE | $1,018 | $3,168-67.9% | $4,692-78.3% | $4,212-75.8% |
| Admin fee / account holder | $806 | $6,369-87.3% | $11,386-92.9% | $7,344-89.0% |