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 | $50,683 | $133,922-62.2% | $116,228-56.4% | $142,382-64.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 14.29% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,103 | $3,446-68.0% | $2,994-63.2% | $4,299-74.4% |
| Participant deferral / active EE | $1,524 | $5,672-73.1% | $4,953-69.2% | $6,507-76.6% |
| Admin fee / account holder | $9,838 | $14,945-34.2% | $11,989-17.9% | $12,624-22.1% |