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 | $40,637 | $99,341-59.1% | $84,750-52.1% | $273,961-85.2% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 6.76% | 22.93%-16.2pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $397 | $4,269-90.7% | $3,712-89.3% | $5,287-92.5% |
| Admin fee / account holder | $535 | $6,644-91.9% | $5,332-90.0% | $10,132-94.7% |