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 9-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 | $137,924 | $84,233+63.7% | $170,442-19.1% | $70,131+96.7% |
| Participation rate | 24.7% | 70.8%-46.2pp | 83.6%-58.9pp | 69.5%-44.9pp |
| Annual return | 74.73% | 23.06%+51.7pp | 205.93%-131.2pp | 73.14%+1.6pp |
| Employer contribution / active EE | $1,549 | $3,387-54.3% | $5,433-71.5% | $2,342-33.9% |
| Participant deferral / active EE | $712 | $3,086-76.9% | $4,939-85.6% | $3,332-78.6% |
| Admin fee / account holder | $612 | $5,698-89.3% | $13,880-95.6% | $4,645-86.8% |