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 | $47,956 | $152,587-68.6% | $125,175-61.7% | $152,861-68.6% |
| Participation rate | 10.5% | 83.3%-72.8pp | 79.8%-69.3pp | 82.4%-71.9pp |
| Annual return | 23.56% | 54.84%-31.3pp | 43.79%-20.2pp | 345.32%-321.8pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $398 | $5,868-93.2% | $4,937-91.9% | $5,850-93.2% |
| Admin fee / account holder | $2,331 | $13,434-82.7% | $9,702-76.0% | $11,596-79.9% |