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 10-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 | $22,979 | $52,953-56.6% | $172,739-86.7% | $65,185-64.7% |
| Participation rate | 9.8% | 66.2%-56.4pp | 82.6%-72.8pp | 70.2%-60.4pp |
| Annual return | 19.30% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $336 | $2,471-86.4% | $5,198-93.5% | $3,514-90.4% |
| Admin fee / account holder | $3,031 | $472+542.2% | $13,954-78.3% | $847+257.8% |