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 | $22,906 | $102,616-77.7% | $81,983-72.1% | $158,922-85.6% |
| Participation rate | 36.4% | 75.5%-39.2pp | 69.2%-32.9pp | 82.0%-45.6pp |
| Annual return | 12.18% | 61.04%-48.9pp | 41.31%-29.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $92 | $4,648-98.0% | $3,722-97.5% | $5,982-98.5% |
| Admin fee / account holder | $2,012 | $8,235-75.6% | $5,664-64.5% | $11,246-82.1% |