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 | $96,354 | $56,110+71.7% | $94,993+1.4% | $70,131+37.4% |
| Participation rate | 20.8% | 65.0%-44.2pp | 73.9%-53.1pp | 69.5%-48.7pp |
| Annual return | 19.62% | 51.02%-31.4pp | 27.12%-7.5pp | 73.14%-53.5pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $892 | $2,391-62.7% | $3,317-73.1% | $3,332-73.2% |
| Admin fee / account holder | $30,857 | $3,456+792.8% | $4,960+522.1% | $4,645+564.3% |