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 | $49,462 | $159,602-69.0% | $150,045-67.0% | $142,382-65.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 16.51% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,650 | $4,961-66.7% | $4,693-64.8% | $4,299-61.6% |
| Participant deferral / active EE | $1,873 | $8,310-77.5% | $7,997-76.6% | $6,507-71.2% |
| Admin fee / account holder | $17,105 | $14,846+15.2% | $13,435+27.3% | $12,624+35.5% |