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 | $63,585 | $97,757-35.0% | $83,848-24.2% | $135,375-53.0% |
| Participation rate | 31.6% | 80.0%-48.4pp | 76.1%-44.6pp | 82.6%-51.1pp |
| Annual return | -9.34% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $766 | $4,682-83.6% | $4,082-81.2% | $5,609-86.3% |
| Admin fee / account holder | $551 | $6,674-91.7% | $5,478-89.9% | $10,827-94.9% |