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 | $56,404 | $95,266-40.8% | $82,389-31.5% | $142,382-60.4% |
| Participation rate | 20.8% | 74.5%-53.6pp | 69.5%-48.7pp | 80.1%-59.3pp |
| Annual return | 13.50% | 25.74%-12.2pp | 28.67%-15.2pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $477 | $4,809-90.1% | $4,155-88.5% | $6,507-92.7% |
| Admin fee / account holder | $853 | $8,563-90.0% | $7,231-88.2% | $12,624-93.2% |