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 | $108,670 | $152,587-28.8% | $125,175-13.2% | $152,861-28.9% |
| Participation rate | 23.8% | 83.3%-59.5pp | 79.8%-56.0pp | 82.4%-58.6pp |
| Annual return | 18.16% | 54.84%-36.7pp | 43.79%-25.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $552 | $5,868-90.6% | $4,937-88.8% | $5,850-90.6% |
| Admin fee / account holder | $1,389 | $13,434-89.7% | $9,702-85.7% | $11,596-88.0% |