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 7-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 | $55,320 | $148,978-62.9% | $200,582-72.4% | $84,808-34.8% |
| Participation rate | 53.3% | 84.2%-30.9pp | 86.9%-33.6pp | 68.3%-15.0pp |
| Annual return | 19.65% | 28.16%-8.5pp | 42.33%-22.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,570 | $7,142-78.0% | $9,331-83.2% | $4,212-62.7% |
| Admin fee / account holder | $883 | $13,977-93.7% | $16,305-94.6% | $7,344-88.0% |