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 | $97,941 | $192,717-49.2% | $142,449-31.2% | $139,434-29.8% |
| Participation rate | 66.7% | 81.5%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 15.24% | 17.99%-2.7pp | 19.99%-4.7pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,640 | $5,806-71.8% | $4,847-66.2% | $4,751-65.5% |
| Participant deferral / active EE | $2,050 | $7,208-71.6% | $6,283-67.4% | $6,710-69.4% |
| Admin fee / account holder | $2,139 | $15,124-85.9% | $10,011-78.6% | $11,403-81.2% |