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 | $39,635 | $96,305-58.8% | $80,569-50.8% | $139,434-71.6% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 14.89% | 1350.08%-1335.2pp | 935.43%-920.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $623 | $3,262-80.9% | $2,723-77.1% | $4,751-86.9% |
| Participant deferral / active EE | $744 | $5,232-85.8% | $4,447-83.3% | $6,710-88.9% |
| Admin fee / account holder | $742 | $6,599-88.8% | $5,377-86.2% | $11,403-93.5% |