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 | $44,785 | $29,548+51.6% | $56,411-20.6% | $77,643-42.3% |
| Participation rate | 9.9% | 32.7%-22.7pp | 52.5%-42.5pp | 70.6%-60.6pp |
| Annual return | 14.62% | 19.01%-4.4pp | 1701.33%-1686.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $204 | $1,061-80.8% | $1,952-89.6% | $4,647-95.6% |
| Admin fee / account holder | $500 | $1,046-52.2% | $2,829-82.3% | $430+16.2% |