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 | $51,872 | $81,625-36.5% | $167,512-69.0% | $74,304-30.2% |
| Participation rate | 41.5% | 60.0%-18.5pp | 77.1%-35.6pp | 60.3%-18.9pp |
| Annual return | 17.62% | 26.09%-8.5pp | 1615.79%-1598.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,408 | $4,115-65.8% | $6,405-78.0% | $3,767-62.6% |
| Admin fee / account holder | $3,034 | $3,474-12.7% | $9,769-68.9% | $2,969+2.2% |