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 | $57,677 | $78,705-26.7% | $117,854-51.1% | $70,131-17.8% |
| Participation rate | 54.5% | 73.2%-18.6pp | 79.7%-25.1pp | 69.5%-15.0pp |
| Annual return | 18.70% | 23.30%-4.6pp | 335.08%-316.4pp | 73.14%-54.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $689 | $3,297-79.1% | $4,482-84.6% | $3,332-79.3% |
| Admin fee / account holder | $4,175 | $5,065-17.6% | $8,020-47.9% | $4,645-10.1% |