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 | $110,486 | $106,890+3.4% | $84,015+31.5% | $152,861-27.7% |
| Participation rate | 23.8% | 75.2%-51.4pp | 69.0%-45.2pp | 82.4%-58.6pp |
| Annual return | 22.46% | 104.99%-82.5pp | 71.31%-48.8pp | 345.32%-322.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $940 | $4,011-76.6% | $3,239-71.0% | $5,850-83.9% |
| Admin fee / account holder | $931 | $8,285-88.8% | $6,101-84.7% | $11,596-92.0% |