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 | $42,234 | $185,822-77.3% | $169,993-75.2% | $139,434-69.7% |
| Participation rate | 68.8% | 87.8%-19.0pp | 87.0%-18.2pp | 80.3%-11.6pp |
| Annual return | 14.16% | 60.50%-46.3pp | 53.37%-39.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,049 | $7,590-59.8% | $6,785-55.1% | $4,751-35.8% |
| Participant deferral / active EE | $2,191 | $11,622-81.1% | $10,408-78.9% | $6,710-67.3% |
| Admin fee / account holder | $4,437 | $15,381-71.2% | $12,815-65.4% | $11,403-61.1% |