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 | $51,657 | $197,591-73.9% | $177,821-70.9% | $158,922-67.5% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | -1.35% | 58.76%-60.1pp | 48.32%-49.7pp | 302.83%-304.2pp |
| Employer contribution / active EE | $2,083 | $6,697-68.9% | $5,918-64.8% | $4,761-56.3% |
| Participant deferral / active EE | $3,696 | $8,405-56.0% | $7,714-52.1% | $5,982-38.2% |
| Admin fee / account holder | $303 | $15,399-98.0% | $12,427-97.6% | $11,246-97.3% |