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 | $35,338 | $57,016-38.0% | $84,966-58.4% | $80,856-56.3% |
| Participation rate | 2.9% | 56.3%-53.4pp | 67.5%-64.6pp | 67.6%-64.7pp |
| Annual return | 11.28% | 21.66%-10.4pp | 66.38%-55.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $76 | $3,110-97.5% | $4,519-98.3% | $4,296-98.2% |
| Admin fee / account holder | $317 | $4,980-93.6% | $6,149-94.8% | $6,918-95.4% |