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 5-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 | $40,598 | $106,749-62.0% | $145,433-72.1% | $82,448-50.8% |
| Participation rate | 16.0% | 75.6%-59.6pp | 82.1%-66.1pp | 68.1%-52.1pp |
| Annual return | 18.84% | 27.59%-8.8pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $742 | $3,444-78.4% | $4,554-83.7% | $2,551-70.9% |
| Participant deferral / active EE | $2,059 | $6,519-68.4% | $7,897-73.9% | $4,139-50.3% |
| Admin fee / account holder | $27,590 | $8,390+228.8% | $13,129+110.1% | $7,234+281.4% |