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 | $52,430 | $70,756-25.9% | $65,493-19.9% | $142,382-63.2% |
| Participation rate | 42.9% | 77.4%-34.5pp | 73.1%-30.2pp | 80.1%-37.3pp |
| Annual return | 13.00% | 1754.89%-1741.9pp | 982.45%-969.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $619 | $2,881-78.5% | $2,574-76.0% | $4,299-85.6% |
| Participant deferral / active EE | $696 | $4,637-85.0% | $3,961-82.4% | $6,507-89.3% |
| Admin fee / account holder | $8,070 | $6,559+23.0% | $5,028+60.5% | $12,624-36.1% |