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 3-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 | $28,902 | $34,934-17.3% | $56,411-48.8% | $74,495-61.2% |
| Participation rate | 33.6% | 32.8%+0.8pp | 52.5%-18.9pp | 67.2%-33.6pp |
| Annual return | 7.63% | 25.94%-18.3pp | 1701.33%-1693.7pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,496 | $1,170+113.3% | $1,952+27.9% | $4,346-42.6% |
| Admin fee / account holder | $13,170 | $2,364+457.2% | $2,829+365.6% | $1,942+578.3% |