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 | $13,366 | $102,604-87.0% | $86,188-84.5% | $139,434-90.4% |
| Participation rate | 21.1% | 74.5%-53.4pp | 69.0%-47.9pp | 80.3%-59.3pp |
| Annual return | 22.63% | 1922.51%-1899.9pp | 1168.45%-1145.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $787 | $3,032-74.0% | $2,380-66.9% | $4,751-83.4% |
| Participant deferral / active EE | $846 | $4,676-81.9% | $3,985-78.8% | $6,710-87.4% |
| Admin fee / account holder | $4,480 | $8,657-48.2% | $6,852-34.6% | $11,403-60.7% |