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 | $37,789 | $176,056-78.5% | $159,436-76.3% | $167,490-77.4% |
| Participation rate | 36.4% | 84.9%-48.6pp | 82.8%-46.5pp | 82.1%-45.7pp |
| Annual return | 33.45% | 331.75%-298.3pp | 263.57%-230.1pp | 478.56%-445.1pp |
| Employer contribution / active EE | $999 | $5,297-81.1% | $4,829-79.3% | $4,837-79.3% |
| Participant deferral / active EE | $2,237 | $7,750-71.1% | $7,352-69.6% | $6,341-64.7% |
| Admin fee / account holder | $14,829 | $12,554+18.1% | $10,799+37.3% | $12,309+20.5% |