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 | $57,725 | $48,795+18.3% | $65,493-11.9% | $84,808-31.9% |
| Participation rate | 46.7% | 67.0%-20.3pp | 73.1%-26.4pp | 68.3%-21.6pp |
| Annual return | 8.20% | 20.20%-12.0pp | 982.45%-974.2pp | 40.90%-32.7pp |
| Employer contribution / active EE | $509 | $1,930-73.6% | $2,574-80.2% | $2,631-80.6% |
| Participant deferral / active EE | $2,111 | $2,928-27.9% | $3,961-46.7% | $4,212-49.9% |
| Admin fee / account holder | $4,600 | $3,877+18.7% | $5,028-8.5% | $7,344-37.4% |