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 | $32,883 | $49,915-34.1% | $154,803-78.8% | $74,304-55.7% |
| Participation rate | 7.1% | 54.0%-46.8pp | 78.1%-70.9pp | 60.3%-53.2pp |
| Annual return | 13.39% | 34.06%-20.7pp | 58.88%-45.5pp | 29.43%-16.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $427 | $2,255-81.1% | $5,540-92.3% | $3,767-88.7% |
| Admin fee / account holder | $427 | $2,189-80.5% | $14,329-97.0% | $2,969-85.6% |