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 9-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 | $130,927 | $52,279+150.4% | $89,391+46.5% | $79,858+63.9% |
| Participation rate | 0.0% | 57.5%-57.5pp | 68.0%-68.0pp | 69.6%-69.6pp |
| Annual return | 24.63% | 22.16%+2.5pp | 245.62%-221.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $267 | $1,572-83.0% | $2,586-89.7% | $2,471-89.2% |
| Participant deferral / active EE | $534 | $2,740-80.5% | $3,890-86.3% | $3,740-85.7% |
| Admin fee / account holder | $506 | $3,356-84.9% | $4,881-89.6% | $5,306-90.5% |