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 | $40,511 | $60,124-32.6% | $90,404-55.2% | $79,858-49.3% |
| Participation rate | 43.9% | 65.0%-21.1pp | 72.7%-28.8pp | 69.6%-25.7pp |
| Annual return | 14.01% | 71.94%-57.9pp | 1293.02%-1279.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $555 | $2,068-73.2% | $3,262-83.0% | $2,471-77.6% |
| Participant deferral / active EE | $632 | $2,938-78.5% | $3,963-84.0% | $3,740-83.1% |
| Admin fee / account holder | $5,165 | $3,976+29.9% | $5,611-8.0% | $5,306-2.7% |