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 | $62,250 | $176,056-64.6% | $159,436-61.0% | $167,490-62.8% |
| Participation rate | 16.7% | 84.9%-68.3pp | 82.8%-66.2pp | 82.1%-65.4pp |
| Annual return | 16.90% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,354 | $5,297-74.4% | $4,829-72.0% | $4,837-72.0% |
| Participant deferral / active EE | $1,622 | $7,750-79.1% | $7,352-77.9% | $6,341-74.4% |
| Admin fee / account holder | $1,410 | $12,554-88.8% | $10,799-86.9% | $12,309-88.5% |