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 5-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 | $4,751 | $70,606-93.3% | $53,898-91.2% | $142,382-96.7% |
| Participation rate | 8.7% | 63.7%-55.0pp | 55.0%-46.3pp | 80.1%-71.4pp |
| Annual return | 24.69% | 619.81%-595.1pp | 528.60%-503.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $44 | $1,202-96.3% | $932-95.3% | $4,299-99.0% |
| Participant deferral / active EE | $133 | $2,364-94.4% | $1,826-92.7% | $6,507-98.0% |
| Admin fee / account holder | $1,082 | $2,852-62.1% | $2,491-56.6% | $12,624-91.4% |