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 | $21,921 | $75,828-71.1% | $147,614-85.1% | $59,632-63.2% |
| Participation rate | 48.3% | 71.6%-23.3pp | 84.6%-36.3pp | 68.7%-20.4pp |
| Annual return | -1.18% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $421 | $3,485-87.9% | $5,564-92.4% | $2,203-80.9% |
| Participant deferral / active EE | $504 | $3,130-83.9% | $4,895-89.7% | $3,192-84.2% |
| Admin fee / account holder | $3,236 | $5,985-45.9% | $11,611-72.1% | $4,297-24.7% |