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 | $34,807 | $50,815-31.5% | $155,509-77.6% | $77,643-55.2% |
| Participation rate | 7.3% | 63.1%-55.8pp | 78.2%-70.9pp | 70.6%-63.2pp |
| Annual return | 11.89% | 34.80%-22.9pp | 64.67%-52.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $471 | $2,822-83.3% | $5,626-91.6% | $4,647-89.9% |
| Admin fee / account holder | $6,627 | $437+1417.5% | $15,912-58.4% | $430+1439.6% |