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 | $40,855 | $73,638-44.5% | $95,952-57.4% | $73,488-44.4% |
| Participation rate | 16.3% | 76.2%-59.8pp | 77.1%-60.7pp | 70.7%-54.3pp |
| Annual return | 27.04% | 16.78%+10.3pp | 91.61%-64.6pp | 28.51%-1.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $332 | $3,617-90.8% | $4,167-92.0% | $3,740-91.1% |
| Admin fee / account holder | $2,695 | $482+459.1% | $6,795-60.3% | $513+425.3% |