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 | $68,254 | $107,334-36.4% | $92,893-26.5% | $152,861-55.3% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.4%-40.3pp |
| Annual return | 17.80% | 145.58%-127.8pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $8,751 | $4,221+107.3% | $3,653+139.6% | $4,762+83.8% |
| Participant deferral / active EE | $268 | $4,845-94.5% | $4,236-93.7% | $5,850-95.4% |
| Admin fee / account holder | $25,572 | $7,079+261.2% | $5,794+341.4% | $11,596+120.5% |