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 | $55,359 | $112,096-50.6% | $95,952-42.3% | $158,922-65.2% |
| Participation rate | 35.3% | 79.0%-43.7pp | 77.1%-41.8pp | 82.0%-46.7pp |
| Annual return | 14.46% | 171.09%-156.6pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $723 | $3,198-77.4% | $2,541-71.6% | $4,761-84.8% |
| Participant deferral / active EE | $984 | $4,784-79.4% | $4,167-76.4% | $5,982-83.5% |
| Admin fee / account holder | $907 | $10,130-91.0% | $6,795-86.7% | $11,246-91.9% |