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 4-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 | $6,874 | $52,353-86.9% | $120,225-94.3% | $82,448-91.7% |
| Participation rate | 31.4% | 58.3%-26.9pp | 69.6%-38.2pp | 68.1%-36.7pp |
| Annual return | 20.68% | 61.85%-41.2pp | 439.23%-418.5pp | 41.64%-21.0pp |
| Employer contribution / active EE | $315 | $1,510-79.2% | $3,475-90.9% | $2,551-87.7% |
| Participant deferral / active EE | $431 | $2,627-83.6% | $3,999-89.2% | $4,139-89.6% |
| Admin fee / account holder | $359 | $4,363-91.8% | $5,696-93.7% | $7,234-95.0% |