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 | $32,491 | $163,101-80.1% | $136,749-76.2% | $142,382-77.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 15.28% | 27.54%-12.3pp | 24.33%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,010 | $4,117-75.5% | $3,400-70.3% | $4,299-76.5% |
| Participant deferral / active EE | $1,081 | $5,585-80.6% | $4,692-77.0% | $6,507-83.4% |
| Admin fee / account holder | $7,723 | $14,318-46.1% | $11,386-32.2% | $12,624-38.8% |