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 | $63,962 | $142,405-55.1% | $115,157-44.5% | $152,861-58.2% |
| Participation rate | 65.0% | 82.4%-17.4pp | 75.9%-10.9pp | 82.4%-17.4pp |
| Annual return | 20.51% | 41.48%-21.0pp | 35.60%-15.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $492 | $5,164-90.5% | $4,168-88.2% | $5,850-91.6% |
| Admin fee / account holder | $9,038 | $8,462+6.8% | $7,088+27.5% | $11,596-22.1% |