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 | $32,762 | $88,707-63.1% | $74,183-55.8% | $273,961-88.0% |
| Participation rate | 56.5% | 79.4%-22.9pp | 76.6%-20.1pp | 83.0%-26.5pp |
| Annual return | 12.69% | 11.94%+0.7pp | 17.74%-5.0pp | 41.45%-28.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $431 | $4,212-89.8% | $3,550-87.9% | $5,287-91.8% |
| Admin fee / account holder | $383 | $8,717-95.6% | $5,586-93.1% | $10,132-96.2% |