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 | $22,957 | $51,175-55.1% | $70,515-67.4% | $75,163-69.5% |
| Participation rate | 62.5% | 60.9%+1.6pp | 68.3%-5.8pp | 67.2%-4.7pp |
| Annual return | 13.29% | 30.02%-16.7pp | 32.77%-19.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $792 | $1,826-56.6% | $2,973-73.4% | $2,670-70.3% |
| Participant deferral / active EE | $1,159 | $2,849-59.3% | $4,567-74.6% | $4,125-71.9% |
| Admin fee / account holder | $2,500 | $4,091-38.9% | $6,412-61.0% | $5,651-55.8% |