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 3-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 | $42,966 | $183,519-76.6% | $155,509-72.4% | $145,922-70.6% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 23.21% | 61.17%-38.0pp | 64.67%-41.5pp | 561.29%-538.1pp |
| Employer contribution / active EE | $1,098 | $5,313-79.3% | $4,672-76.5% | $4,660-76.4% |
| Participant deferral / active EE | $1,098 | $6,462-83.0% | $5,626-80.5% | $6,688-83.6% |
| Admin fee / account holder | $1,365 | $19,313-92.9% | $15,912-91.4% | $13,397-89.8% |