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 5-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 | $30,823 | $93,024-66.9% | $77,024-60.0% | $134,475-77.1% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -26.61% | 62.60%-89.2pp | 42.32%-68.9pp | 417.96%-444.6pp |
| Employer contribution / active EE | $4,716 | $3,418+38.0% | $2,812+67.7% | $4,740-0.5% |
| Participant deferral / active EE | $17,452 | $5,238+233.2% | $4,426+294.3% | $6,400+172.7% |
| Admin fee / account holder | $17,206 | $6,944+147.8% | $5,425+217.1% | $11,426+50.6% |