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 | $40,892 | $50,982-19.8% | $154,803-73.6% | $85,563-52.2% |
| Participation rate | 7.1% | 59.8%-52.6pp | 78.1%-70.9pp | 66.0%-58.8pp |
| Annual return | 15.62% | 30.35%-14.7pp | 58.88%-43.3pp | 31.51%-15.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $555 | $2,474-77.6% | $5,540-90.0% | $4,375-87.3% |
| Admin fee / account holder | $14,387 | $846+1600.8% | $14,329+0.4% | $834+1624.7% |