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 | $153,328 | $86,286+77.7% | $111,297+37.8% | $85,850+78.6% |
| Participation rate | 34.8% | 73.3%-38.5pp | 77.3%-42.5pp | 69.3%-34.5pp |
| Annual return | 16.47% | 19.99%-3.5pp | 54.65%-38.2pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,209 | $2,043+8.1% | $2,731-19.1% | $2,565-13.9% |
| Participant deferral / active EE | $693 | $3,641-81.0% | $4,487-84.5% | $3,952-82.5% |
| Admin fee / account holder | $3,872 | $8,188-52.7% | $7,964-51.4% | $6,260-38.1% |