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 | $27,836 | $70,475-60.5% | $100,516-72.3% | $79,858-65.1% |
| Participation rate | 35.4% | 73.7%-38.3pp | 79.4%-44.0pp | 69.6%-34.2pp |
| Annual return | 43.36% | 21.90%+21.5pp | 30.89%+12.5pp | 31.71%+11.6pp |
| Employer contribution / active EE | $953 | $2,165-56.0% | $3,418-72.1% | $2,471-61.4% |
| Participant deferral / active EE | $2,012 | $5,181-61.2% | $6,270-67.9% | $3,740-46.2% |
| Admin fee / account holder | $2,713 | $4,478-39.4% | $8,081-66.4% | $5,306-48.9% |