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 | $77,403 | $107,934-28.3% | $91,989-15.9% | $152,861-49.4% |
| Participation rate | 52.9% | 81.2%-28.2pp | 78.6%-25.7pp | 82.4%-29.5pp |
| Annual return | 21.43% | 89.24%-67.8pp | 69.02%-47.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,637 | $6,364-74.3% | $5,923-72.4% | $5,850-72.0% |
| Admin fee / account holder | $5,875 | $10,520-44.2% | $7,743-24.1% | $11,596-49.3% |