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 4-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 | $6,401 | $149,040-95.7% | $120,225-94.7% | $137,256-95.3% |
| Participation rate | 6.7% | 75.4%-68.8pp | 69.6%-62.9pp | 80.0%-73.3pp |
| Annual return | 24.11% | 605.68%-581.6pp | 439.23%-415.1pp | 220.34%-196.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $198 | $4,655-95.7% | $3,999-95.0% | $6,407-96.9% |
| Admin fee / account holder | $2,300 | $6,348-63.8% | $5,696-59.6% | $12,270-81.3% |