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 | $23,515 | $109,817-78.6% | $98,442-76.1% | $167,490-86.0% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.7pp |
| Annual return | 14.29% | 1956.69%-1942.4pp | 1492.73%-1478.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $624 | $3,224-80.7% | $2,960-78.9% | $4,837-87.1% |
| Participant deferral / active EE | $646 | $4,673-86.2% | $4,276-84.9% | $6,341-89.8% |
| Admin fee / account holder | $3,997 | $6,753-40.8% | $5,949-32.8% | $12,309-67.5% |