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 | $12,401 | $77,419-84.0% | $69,455-82.1% | $152,861-91.9% |
| Participation rate | 58.3% | 78.1%-19.8pp | 74.6%-16.3pp | 82.4%-24.1pp |
| Annual return | 6.66% | 39.06%-32.4pp | 28.97%-22.3pp | 345.32%-338.7pp |
| Employer contribution / active EE | $1,435 | $3,315-56.7% | $2,779-48.4% | $4,762-69.9% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $375 | $6,207-94.0% | $3,839-90.2% | $11,596-96.8% |