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 5-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 | $47,642 | $102,317-53.4% | $146,958-67.6% | $80,856-41.1% |
| Participation rate | 31.9% | 75.8%-43.9pp | 82.2%-50.3pp | 67.6%-35.8pp |
| Annual return | 67.15% | 134.76%-67.6pp | 418.34%-351.2pp | 35.59%+31.6pp |
| Employer contribution / active EE | $961 | $3,713-74.1% | $4,933-80.5% | $2,755-65.1% |
| Participant deferral / active EE | $1,784 | $6,644-73.1% | $8,070-77.9% | $4,296-58.5% |
| Admin fee / account holder | $857 | $7,941-89.2% | $12,998-93.4% | $6,918-87.6% |