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 | $209,293 | $138,044+51.6% | $125,339+67.0% | $134,475+55.6% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -10.90% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,267 | $5,243-75.8% | $4,814-73.7% | $4,740-73.3% |
| Participant deferral / active EE | $2,104 | $7,799-73.0% | $7,446-71.7% | $6,400-67.1% |
| Admin fee / account holder | $61,427 | $11,571+430.9% | $10,010+513.7% | $11,426+437.6% |