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 | $21,652 | $96,635-77.6% | $86,612-75.0% | $139,434-84.5% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 13.51% | 106.41%-92.9pp | 591.07%-577.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $572 | $3,263-82.5% | $3,022-81.1% | $4,751-88.0% |
| Participant deferral / active EE | $572 | $4,836-88.2% | $4,438-87.1% | $6,710-91.5% |
| Admin fee / account holder | $10,749 | $6,408+67.8% | $5,614+91.5% | $11,403-5.7% |