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 | $6,042 | $70,606-91.4% | $53,898-88.8% | $142,382-95.8% |
| Participation rate | 5.0% | 63.7%-58.7pp | 55.0%-50.0pp | 80.1%-75.1pp |
| Annual return | 14.07% | 619.81%-605.7pp | 528.60%-514.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $67 | $1,202-94.4% | $932-92.8% | $4,299-98.4% |
| Participant deferral / active EE | $84 | $2,364-96.5% | $1,826-95.4% | $6,507-98.7% |
| Admin fee / account holder | $26,914 | $2,852+843.8% | $2,491+980.5% | $12,624+113.2% |