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 | $55,796 | $150,440-62.9% | $136,294-59.1% | $147,584-62.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 15.90% | 1049.08%-1033.2pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,256 | $5,256-76.1% | $4,695-73.3% | $4,876-74.3% |
| Participant deferral / active EE | $1,989 | $6,630-70.0% | $6,247-68.2% | $5,439-63.4% |
| Admin fee / account holder | $359 | $10,905-96.7% | $9,243-96.1% | $10,885-96.7% |