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 7-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 | $20,533 | $106,515-80.7% | $96,683-78.8% | $139,434-85.3% |
| Participation rate | 39.1% | 77.8%-38.7pp | 74.3%-35.2pp | 80.3%-41.2pp |
| Annual return | 16.63% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $937 | $4,103-77.2% | $3,737-74.9% | $4,751-80.3% |
| Participant deferral / active EE | $1,258 | $5,454-76.9% | $4,878-74.2% | $6,710-81.3% |
| Admin fee / account holder | $6,181 | $7,877-21.5% | $6,730-8.2% | $11,403-45.8% |