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 | $52,371 | $210,648-75.1% | $177,989-70.6% | $145,922-64.1% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 16.20% | 385.86%-369.7pp | 294.48%-278.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $685 | $4,565-85.0% | $3,949-82.7% | $4,660-85.3% |
| Participant deferral / active EE | $970 | $6,958-86.1% | $6,276-84.6% | $6,688-85.5% |
| Admin fee / account holder | $1,827 | $12,013-84.8% | $10,363-82.4% | $13,397-86.4% |