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 | $217,564 | $62,586+247.6% | $76,768+183.4% | $64,186+239.0% |
| Participation rate | 5.1% | 72.8%-67.7pp | 77.0%-71.8pp | 69.6%-64.4pp |
| Annual return | -6.81% | -1.95%-4.9pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $681 | $3,145-78.4% | $3,852-82.3% | $3,470-80.4% |
| Admin fee / account holder | $3,166 | $4,667-32.2% | $6,675-52.6% | $4,888-35.2% |