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 | $201,748 | $154,117+30.9% | $129,995+55.2% | $139,434+44.7% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.5%-16.9pp | 80.3%-18.8pp |
| Annual return | 19.58% | 32.48%-12.9pp | -137.18%+156.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,324 | $5,289-75.0% | $4,320-69.4% | $4,751-72.1% |
| Participant deferral / active EE | $1,654 | $6,710-75.3% | $5,820-71.6% | $6,710-75.3% |
| Admin fee / account holder | $3,034 | $14,007-78.3% | $10,614-71.4% | $11,403-73.4% |