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 5-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 | $121,984 | $232,540-47.5% | $185,117-34.1% | $147,584-17.3% |
| Participation rate | 7.7% | 82.4%-74.7pp | 77.3%-69.6pp | 82.8%-75.1pp |
| Annual return | 16.25% | 43.03%-26.8pp | 40.50%-24.2pp | 578.55%-562.3pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $355 | $5,834-93.9% | $5,045-93.0% | $5,439-93.5% |
| Admin fee / account holder | $4,323 | $10,275-57.9% | $8,159-47.0% | $10,885-60.3% |