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 | $39,871 | $48,046-17.0% | $84,611-52.9% | $72,985-45.4% |
| Participation rate | 59.5% | 57.6%+1.9pp | 68.2%-8.8pp | 69.5%-10.0pp |
| Annual return | 18.64% | 37.38%-18.7pp | 258.74%-240.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $491 | $1,602-69.3% | $2,652-81.5% | $2,440-79.9% |
| Participant deferral / active EE | $715 | $2,680-73.3% | $3,899-81.7% | $3,607-80.2% |
| Admin fee / account holder | $3,486 | $3,395+2.7% | $4,912-29.0% | $5,124-32.0% |