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 | $68,830 | $149,734-54.0% | $118,925-42.1% | $158,922-56.7% |
| Participation rate | 30.4% | 82.1%-51.6pp | 75.4%-44.9pp | 82.0%-51.5pp |
| Annual return | 14.07% | 19.95%-5.9pp | 35.88%-21.8pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,151 | $4,115-72.0% | $3,263-64.7% | $4,761-75.8% |
| Participant deferral / active EE | $1,151 | $5,223-78.0% | $4,265-73.0% | $5,982-80.8% |
| Admin fee / account holder | $994 | $8,603-88.4% | $6,581-84.9% | $11,246-91.2% |