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 | $46,947 | $49,173-4.5% | $121,098-61.2% | $75,163-37.5% |
| Participation rate | 8.2% | 55.4%-47.2pp | 69.5%-61.3pp | 67.2%-59.0pp |
| Annual return | 19.25% | 55.99%-36.7pp | 985.75%-966.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $397 | $1,546-74.3% | $4,164-90.5% | $2,670-85.1% |
| Participant deferral / active EE | $429 | $2,628-83.7% | $4,080-89.5% | $4,125-89.6% |
| Admin fee / account holder | $569 | $3,942-85.6% | $5,644-89.9% | $5,651-89.9% |