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 10-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 | $35,950 | $58,512-38.6% | $84,015-57.2% | $72,985-50.7% |
| Participation rate | 56.4% | 61.2%-4.8pp | 69.0%-12.6pp | 69.5%-13.1pp |
| Annual return | 22.11% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $708 | $1,163-39.1% | $1,983-64.3% | $2,440-71.0% |
| Participant deferral / active EE | $897 | $2,394-62.5% | $3,239-72.3% | $3,607-75.1% |
| Admin fee / account holder | $3,592 | $4,569-21.4% | $6,101-41.1% | $5,124-29.9% |