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 | $46,394 | $135,635-65.8% | $110,238-57.9% | $135,375-65.7% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | 9.27% | 513.19%-503.9pp | 314.74%-305.5pp | 519.73%-510.5pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $393 | $5,506-92.9% | $4,672-91.6% | $5,609-93.0% |
| Admin fee / account holder | $10,780 | $11,457-5.9% | $8,547+26.1% | $10,827-0.4% |