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 | $91,573 | $171,865-46.7% | $149,718-38.8% | $147,584-38.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 17.22% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,502 | $6,275-76.1% | $5,445-72.4% | $4,876-69.2% |
| Participant deferral / active EE | $1,512 | $7,271-79.2% | $6,569-77.0% | $5,439-72.2% |
| Admin fee / account holder | $381 | $13,799-97.2% | $11,283-96.6% | $10,885-96.5% |