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 8-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 | $21,042 | $83,902-74.9% | $167,512-87.4% | $84,808-75.2% |
| Participation rate | 39.4% | 66.5%-27.1pp | 77.1%-37.7pp | 68.3%-28.9pp |
| Annual return | 16.92% | 91.55%-74.6pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,895 | $2,264-16.3% | $3,882-51.2% | $2,631-28.0% |
| Participant deferral / active EE | $720 | $4,442-83.8% | $6,405-88.8% | $4,212-82.9% |
| Admin fee / account holder | $4,507 | $7,915-43.1% | $9,769-53.9% | $7,344-38.6% |