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 | $2,496 | $30,400-91.8% | $53,898-95.4% | $84,808-97.1% |
| Participation rate | 50.0% | 46.4%+3.6pp | 55.0%-5.0pp | 68.3%-18.3pp |
| Annual return | 16.95% | 500.19%-483.2pp | 528.60%-511.7pp | 40.90%-23.9pp |
| Employer contribution / active EE | $151 | $603-75.0% | $932-83.8% | $2,631-94.3% |
| Participant deferral / active EE | $245 | $1,199-79.6% | $1,826-86.6% | $4,212-94.2% |
| Admin fee / account holder | $506 | $1,993-74.6% | $2,491-79.7% | $7,344-93.1% |