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 | $33,252 | $48,046-30.8% | $84,611-60.7% | $72,985-54.4% |
| Participation rate | 1.9% | 57.6%-55.7pp | 68.2%-66.4pp | 69.5%-67.6pp |
| Annual return | 17.93% | 37.38%-19.5pp | 258.74%-240.8pp | 81.00%-63.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $48 | $2,680-98.2% | $3,899-98.8% | $3,607-98.7% |
| Admin fee / account holder | $427 | $3,395-87.4% | $4,912-91.3% | $5,124-91.7% |