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 3-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 | $54,801 | $65,561-16.4% | $86,188-36.4% | $75,163-27.1% |
| Participation rate | 24.0% | 60.5%-36.5pp | 69.0%-45.0pp | 67.2%-43.2pp |
| Annual return | 0.00% | 46.05%-46.1pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $364 | $1,553-76.6% | $2,380-84.7% | $2,670-86.4% |
| Participant deferral / active EE | $465 | $3,024-84.6% | $3,985-88.3% | $4,125-88.7% |
| Admin fee / account holder | $339 | $5,474-93.8% | $6,852-95.1% | $5,651-94.0% |