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 | $214,544 | $101,724+110.9% | $164,813+30.2% | $80,856+165.3% |
| Participation rate | 41.7% | 71.8%-30.2pp | 78.6%-36.9pp | 67.6%-26.0pp |
| Annual return | 14.02% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $966 | $2,953-67.3% | $4,341-77.8% | $2,755-64.9% |
| Participant deferral / active EE | $1,039 | $4,477-76.8% | $6,031-82.8% | $4,296-75.8% |
| Admin fee / account holder | $651 | $8,227-92.1% | $12,690-94.9% | $6,918-90.6% |