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 | $162,289 | $106,543+52.3% | $91,220+77.9% | $134,475+20.7% |
| Participation rate | 55.6% | 76.8%-21.3pp | 73.2%-17.6pp | 81.2%-25.7pp |
| Annual return | 1.79% | 160.60%-158.8pp | 114.01%-112.2pp | 417.96%-416.2pp |
| Employer contribution / active EE | $8,093 | $3,331+143.0% | $2,850+184.0% | $4,740+70.8% |
| Participant deferral / active EE | $766 | $4,719-83.8% | $4,234-81.9% | $6,400-88.0% |
| Admin fee / account holder | $3,735 | $6,231-40.0% | $5,420-31.1% | $11,426-67.3% |