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 9-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 | $71,728 | $69,477+3.2% | $94,646-24.2% | $71,457+0.4% |
| Participation rate | 52.1% | 78.4%-26.3pp | 80.8%-28.7pp | 67.9%-15.8pp |
| Annual return | 22.93% | 29.66%-6.7pp | 156.71%-133.8pp | 28.85%-5.9pp |
| Employer contribution / active EE | $1,624 | $2,853-43.1% | $3,672-55.8% | $2,588-37.2% |
| Participant deferral / active EE | $3,282 | $7,345-55.3% | $7,418-55.8% | $4,289-23.5% |
| Admin fee / account holder | $312 | $1,210-74.2% | $7,231-95.7% | $1,587-80.3% |