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 | $111,260 | $65,041+71.1% | $90,951+22.3% | $79,858+39.3% |
| Participation rate | 24.3% | 61.6%-37.3pp | 69.0%-44.7pp | 69.6%-45.3pp |
| Annual return | 18.85% | 30.45%-11.6pp | 134.60%-115.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,078 | $2,512-57.1% | $3,373-68.0% | $3,740-71.2% |
| Admin fee / account holder | $7,655 | $4,536+68.8% | $5,959+28.5% | $5,306+44.3% |