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 10-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,653 | $62,127-20.1% | $81,382-39.0% | $74,495-33.3% |
| Participation rate | 26.7% | 64.0%-37.3pp | 69.5%-42.8pp | 67.2%-40.5pp |
| Annual return | 9.36% | 16.48%-7.1pp | 24.73%-15.4pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,607 | $3,229-50.2% | $3,883-58.6% | $4,346-63.0% |
| Admin fee / account holder | $11,338 | $1,934+486.1% | $5,768+96.6% | $1,942+483.9% |