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 | $46,887 | $54,193-13.5% | $93,606-49.9% | $77,643-39.6% |
| Participation rate | 9.0% | 63.9%-55.0pp | 68.7%-59.7pp | 70.6%-61.6pp |
| Annual return | 23.03% | 30.54%-7.5pp | 133.20%-110.2pp | 31.24%-8.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $262 | $3,144-91.7% | $4,411-94.1% | $4,647-94.4% |
| Admin fee / account holder | $1,137 | $576+97.6% | $8,285-86.3% | $430+164.2% |