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 9-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 | $174,038 | $34,308+407.3% | $74,701+133.0% | $72,985+138.5% |
| Participation rate | 12.0% | 42.4%-30.4pp | 54.5%-42.5pp | 69.5%-57.5pp |
| Annual return | 27.71% | 26.58%+1.1pp | 752.92%-725.2pp | 81.00%-53.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $200 | $1,271-84.3% | $1,964-89.8% | $3,607-94.5% |
| Admin fee / account holder | $15,718 | $2,124+640.0% | $3,333+371.6% | $5,124+206.7% |