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 7-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 | $24,712 | $58,726-57.9% | $92,233-73.2% | $62,292-60.3% |
| Participation rate | 44.2% | 68.3%-24.1pp | 76.5%-32.2pp | 69.5%-25.3pp |
| Annual return | 16.41% | 43.62%-27.2pp | 176.28%-159.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $644 | $2,392-73.1% | $3,679-82.5% | $2,042-68.5% |
| Participant deferral / active EE | $1,184 | $2,766-57.2% | $3,897-69.6% | $3,169-62.6% |
| Admin fee / account holder | $1,792 | $556+222.1% | $5,194-65.5% | $479+273.9% |