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 | $189,899 | $52,406+262.4% | $129,207+47.0% | $74,495+154.9% |
| Participation rate | 15.4% | 53.8%-38.4pp | 69.6%-54.2pp | 67.2%-51.8pp |
| Annual return | 13.54% | 15.66%-2.1pp | 9417.33%-9403.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $798 | $2,794-71.4% | $4,168-80.8% | $4,346-81.6% |
| Admin fee / account holder | $18,951 | $2,633+619.8% | $7,715+145.7% | $1,942+876.0% |