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 | $81,109 | $99,640-18.6% | $86,436-6.2% | $134,475-39.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.13% | 6782.58%-6801.7pp | 4394.89%-4414.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $875 | $4,400-80.1% | $3,769-76.8% | $4,740-81.5% |
| Participant deferral / active EE | $1,750 | $7,246-75.9% | $6,952-74.8% | $6,400-72.7% |
| Admin fee / account holder | $882 | $8,371-89.5% | $6,731-86.9% | $11,426-92.3% |