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 8-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 | $8,104 | $92,703-91.3% | $82,719-90.2% | $134,475-94.0% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.3pp | 81.2%-53.9pp |
| Annual return | -20.87% | 944.92%-965.8pp | 701.18%-722.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $551 | $3,274-83.2% | $3,009-81.7% | $4,740-88.4% |
| Participant deferral / active EE | $664 | $4,802-86.2% | $4,395-84.9% | $6,400-89.6% |
| Admin fee / account holder | $1,215 | $5,983-79.7% | $5,329-77.2% | $11,426-89.4% |