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 | $164,221 | $106,515+54.2% | $96,683+69.9% | $139,434+17.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 13.55% | 38.43%-24.9pp | 35.69%-22.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,356 | $4,103-67.0% | $3,737-63.7% | $4,751-71.5% |
| Participant deferral / active EE | $1,203 | $5,454-77.9% | $4,878-75.3% | $6,710-82.1% |
| Admin fee / account holder | $13,790 | $7,877+75.1% | $6,730+104.9% | $11,403+20.9% |