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 | $19,500 | $190,805-89.8% | $159,960-87.8% | $134,475-85.5% |
| Participation rate | 22.2% | 81.9%-59.7pp | 78.0%-55.7pp | 81.2%-59.0pp |
| Annual return | -15.50% | 552.23%-567.7pp | 408.60%-424.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $370 | $6,923-94.6% | $6,182-94.0% | $6,400-94.2% |
| Admin fee / account holder | $740 | $10,471-92.9% | $8,698-91.5% | $11,426-93.5% |