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 | $157,885 | $148,534+6.3% | $135,903+16.2% | $139,434+13.2% |
| Participation rate | 45.8% | 83.9%-38.0pp | 81.9%-36.1pp | 80.3%-34.5pp |
| Annual return | 19.95% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,416 | $8,100-70.2% | $7,758-68.9% | $6,710-64.0% |
| Admin fee / account holder | $5,539 | $12,400-55.3% | $10,762-48.5% | $11,403-51.4% |