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 | $104,179 | $114,381-8.9% | $107,525-3.1% | $142,382-26.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 11.91% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,068 | $4,015-73.4% | $3,754-71.5% | $4,299-75.2% |
| Participant deferral / active EE | $1,071 | $5,564-80.7% | $5,116-79.1% | $6,507-83.5% |
| Admin fee / account holder | $941 | $9,860-90.5% | $8,919-89.5% | $12,624-92.5% |