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 | $97,800 | $152,587-35.9% | $125,175-21.9% | $152,861-36.0% |
| Participation rate | 54.2% | 83.3%-29.2pp | 79.8%-25.6pp | 82.4%-28.3pp |
| Annual return | 19.33% | 54.84%-35.5pp | 43.79%-24.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,271 | $4,946-74.3% | $3,865-67.1% | $4,762-73.3% |
| Participant deferral / active EE | $1,549 | $5,868-73.6% | $4,937-68.6% | $5,850-73.5% |
| Admin fee / account holder | $2,997 | $13,434-77.7% | $9,702-69.1% | $11,596-74.2% |