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 | $33,225 | $88,751-62.6% | $81,812-59.4% | $145,922-77.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.11% | 1025.40%-1020.3pp | 773.79%-768.7pp | 561.29%-556.2pp |
| Employer contribution / active EE | $498 | $3,083-83.9% | $2,912-82.9% | $4,660-89.3% |
| Participant deferral / active EE | $1,244 | $4,643-73.2% | $4,319-71.2% | $6,688-81.4% |
| Admin fee / account holder | $29,062 | $8,415+245.3% | $7,386+293.5% | $13,397+116.9% |