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 | $140,854 | $198,466-29.0% | $170,442-17.4% | $147,584-4.6% |
| Participation rate | 5.9% | 88.0%-82.1pp | 83.6%-77.7pp | 82.8%-76.9pp |
| Annual return | 15.03% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,923 | $6,184-52.7% | $5,433-46.2% | $4,876-40.1% |
| Participant deferral / active EE | $1,353 | $5,629-76.0% | $4,939-72.6% | $5,439-75.1% |
| Admin fee / account holder | $2,070 | $16,852-87.7% | $13,880-85.1% | $10,885-81.0% |