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 | $131,356 | $165,335-20.6% | $149,696-12.3% | $158,922-17.3% |
| Participation rate | 55.0% | 84.6%-29.6pp | 82.5%-27.5pp | 82.0%-27.0pp |
| Annual return | 10.86% | 348.15%-337.3pp | 276.60%-265.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,049 | $5,103-79.4% | $4,644-77.4% | $4,761-78.0% |
| Participant deferral / active EE | $1,569 | $7,181-78.1% | $6,842-77.1% | $5,982-73.8% |
| Admin fee / account holder | $852 | $10,807-92.1% | $9,309-90.8% | $11,246-92.4% |