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 | $146,403 | $93,571+56.5% | $135,903+7.7% | $75,163+94.8% |
| Participation rate | 31.0% | 75.2%-44.1pp | 81.9%-50.9pp | 67.2%-36.2pp |
| Annual return | 23.82% | 30.90%-7.1pp | 68.23%-44.4pp | 160.62%-136.8pp |
| Employer contribution / active EE | $923 | $3,537-73.9% | $4,856-81.0% | $2,670-65.4% |
| Participant deferral / active EE | $1,526 | $6,404-76.2% | $7,758-80.3% | $4,125-63.0% |
| Admin fee / account holder | $2,007 | $6,975-71.2% | $10,762-81.4% | $5,651-64.5% |