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 | $37,791 | $97,757-61.3% | $83,848-54.9% | $135,375-72.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -7.72% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,263 | $4,222-70.1% | $3,631-65.2% | $4,779-73.6% |
| Participant deferral / active EE | $768 | $4,682-83.6% | $4,082-81.2% | $5,609-86.3% |
| Admin fee / account holder | $2,469 | $6,674-63.0% | $5,478-54.9% | $10,827-77.2% |