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 | $46,770 | $50,958-8.2% | $74,550-37.3% | $64,186-27.1% |
| Participation rate | 31.9% | 61.1%-29.2pp | 69.1%-37.3pp | 69.6%-37.7pp |
| Annual return | -2.26% | -1.86%-0.4pp | 32.53%-34.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $299 | $1,115-73.2% | $1,961-84.8% | $2,381-87.5% |
| Participant deferral / active EE | $640 | $2,301-72.2% | $3,108-79.4% | $3,470-81.5% |
| Admin fee / account holder | $324 | $4,223-92.3% | $5,060-93.6% | $4,888-93.4% |