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 | $19,776 | $85,202-76.8% | $172,739-88.6% | $72,985-72.9% |
| Participation rate | 27.4% | 70.1%-42.6pp | 82.6%-55.2pp | 69.5%-42.1pp |
| Annual return | 19.93% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $462 | $3,260-85.8% | $5,198-91.1% | $3,607-87.2% |
| Admin fee / account holder | $4,012 | $5,884-31.8% | $13,954-71.2% | $5,124-21.7% |