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 | $10,785 | $77,899-86.2% | $149,673-92.8% | $75,163-85.7% |
| Participation rate | 18.2% | 65.6%-47.4pp | 78.8%-60.6pp | 67.2%-49.0pp |
| Annual return | 364.79% | 31.72%+333.1pp | 134.42%+230.4pp | 160.62%+204.2pp |
| Employer contribution / active EE | $397 | $3,137-87.4% | $4,818-91.8% | $2,670-85.1% |
| Participant deferral / active EE | $736 | $3,411-78.4% | $5,680-87.0% | $4,125-82.2% |
| Admin fee / account holder | $1,187 | $5,956-80.1% | $13,210-91.0% | $5,651-79.0% |