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 | $25,950 | $172,111-84.9% | $150,298-82.7% | $137,256-81.1% |
| Participation rate | 58.8% | 81.7%-22.9pp | 77.8%-18.9pp | 80.0%-21.1pp |
| Annual return | 18.09% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,217 | $6,166-80.3% | $5,453-77.7% | $6,407-81.0% |
| Admin fee / account holder | $1,897 | $16,471-88.5% | $14,116-86.6% | $12,270-84.5% |