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 | $79,694 | $171,865-53.6% | $149,718-46.8% | $147,584-46.0% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 17.48% | 2113.22%-2095.7pp | 1501.63%-1484.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,916 | $6,275-69.5% | $5,445-64.8% | $4,876-60.7% |
| Participant deferral / active EE | $2,158 | $7,271-70.3% | $6,569-67.2% | $5,439-60.3% |
| Admin fee / account holder | $377 | $13,799-97.3% | $11,283-96.7% | $10,885-96.5% |