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 9-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 | $32,647 | $47,479-31.2% | $62,929-48.1% | $82,448-60.4% |
| Participation rate | 14.5% | 66.9%-52.4pp | 73.1%-58.7pp | 68.1%-53.6pp |
| Annual return | 13.57% | 20.34%-6.8pp | 1063.93%-1050.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $518 | $1,885-72.5% | $2,505-79.3% | $2,551-79.7% |
| Participant deferral / active EE | $375 | $2,870-87.0% | $3,888-90.4% | $4,139-91.0% |
| Admin fee / account holder | $7,667 | $3,804+101.6% | $5,065+51.4% | $7,234+6.0% |