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 | $13,211 | $65,685-79.9% | $57,179-76.9% | $273,961-95.2% |
| Participation rate | 13.3% | 78.3%-65.0pp | 75.3%-62.0pp | 83.0%-69.7pp |
| Annual return | 2.90% | 21.99%-19.1pp | 14.59%-11.7pp | 41.45%-38.6pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $97 | $3,782-97.4% | $3,096-96.9% | $5,287-98.2% |
| Admin fee / account holder | $649 | $4,835-86.6% | $3,139-79.3% | $10,132-93.6% |