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 | $75,887 | $154,365-50.8% | $130,231-41.7% | $139,434-45.6% |
| Participation rate | 54.5% | 79.9%-25.4pp | 76.3%-21.7pp | 80.3%-25.8pp |
| Annual return | 24.64% | 30.34%-5.7pp | 38.77%-14.1pp | 372.94%-348.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,542 | $8,498-81.9% | $6,799-77.3% | $6,710-77.0% |
| Admin fee / account holder | $1,044 | $9,214-88.7% | $6,020-82.7% | $11,403-90.8% |