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 | $43,764 | $55,472-21.1% | $155,567-71.9% | $74,546-41.3% |
| Participation rate | 5.1% | 61.9%-56.8pp | 78.2%-73.1pp | 67.2%-62.1pp |
| Annual return | 73.49% | 268.72%-195.2pp | 64.74%+8.8pp | 1366.03%-1292.5pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $14 | $2,838-99.5% | $5,628-99.7% | $4,347-99.7% |
| Admin fee / account holder | $12,666 | $1,743+626.8% | $15,916-20.4% | $1,944+551.7% |