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 | $33,136 | $58,694-43.5% | $142,863-76.8% | $85,850-61.4% |
| Participation rate | 30.2% | 58.5%-28.2pp | 71.9%-41.7pp | 69.3%-39.1pp |
| Annual return | 8.13% | 27.72%-19.6pp | 5637.54%-5629.4pp | 318.53%-310.4pp |
| Employer contribution / active EE | $321 | $1,423-77.4% | $4,144-92.2% | $2,565-87.5% |
| Participant deferral / active EE | $1,039 | $2,607-60.1% | $3,837-72.9% | $3,952-73.7% |
| Admin fee / account holder | $23,226 | $4,239+447.9% | $6,560+254.0% | $6,260+271.0% |