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 | $35,904 | $57,281-37.3% | $86,612-58.5% | $75,163-52.2% |
| Participation rate | 56.8% | 63.2%-6.4pp | 71.7%-14.9pp | 67.2%-10.4pp |
| Annual return | 12.63% | 2670.75%-2658.1pp | 591.07%-578.4pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,799 | $2,314-22.3% | $3,022-40.5% | $2,670-32.6% |
| Participant deferral / active EE | $3,578 | $3,318+7.8% | $4,438-19.4% | $4,125-13.3% |
| Admin fee / account holder | $10,163 | $4,112+147.2% | $5,614+81.0% | $5,651+79.8% |