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 | $31,228 | $78,422-60.2% | $95,952-67.5% | $79,858-60.9% |
| Participation rate | 41.7% | 73.5%-31.8pp | 77.1%-35.4pp | 69.6%-28.0pp |
| Annual return | 16.60% | 19.37%-2.8pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $689 | $3,440-80.0% | $4,167-83.5% | $3,740-81.6% |
| Admin fee / account holder | $3,195 | $5,622-43.2% | $6,795-53.0% | $5,306-39.8% |