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 | $21,861 | $39,798-45.1% | $67,711-67.7% | $59,632-63.3% |
| Participation rate | 36.7% | 57.4%-20.7pp | 67.5%-30.9pp | 68.7%-32.0pp |
| Annual return | -2.52% | 89.94%-92.5pp | 25.41%-27.9pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $560 | $2,335-76.0% | $3,585-84.4% | $3,192-82.4% |
| Admin fee / account holder | $1,639 | $3,212-49.0% | $4,255-61.5% | $4,297-61.8% |