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 | $13,754 | $72,400-81.0% | $67,502-79.6% | $145,922-90.6% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 21.81% | 7182.46%-7160.7pp | 3512.12%-3490.3pp | 561.29%-539.5pp |
| Employer contribution / active EE | $487 | $3,069-84.1% | $2,731-82.2% | $4,660-89.5% |
| Participant deferral / active EE | $551 | $4,783-88.5% | $4,000-86.2% | $6,688-91.8% |
| Admin fee / account holder | $9,083 | $5,539+64.0% | $3,998+127.2% | $13,397-32.2% |