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 6-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 | $4,243 | $104,974-96.0% | $95,585-95.6% | $142,382-97.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 11.06% | 210.33%-199.3pp | 38.56%-27.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $587 | $2,779-78.9% | $2,527-76.8% | $4,299-86.4% |
| Participant deferral / active EE | $587 | $4,352-86.5% | $4,023-85.4% | $6,507-91.0% |
| Admin fee / account holder | $10,735 | $6,386+68.1% | $6,127+75.2% | $12,624-15.0% |