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 | $37,006 | $72,492-49.0% | $87,100-57.5% | $72,985-49.3% |
| Participation rate | 8.5% | 72.8%-64.3pp | 76.9%-68.4pp | 69.5%-61.0pp |
| Annual return | 22.21% | 24.46%-2.2pp | 28.19%-6.0pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $169 | $3,270-94.8% | $4,049-95.8% | $3,607-95.3% |
| Admin fee / account holder | $508 | $5,055-89.9% | $7,497-93.2% | $5,124-90.1% |