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 | $63,461 | $46,674+36.0% | $117,472-46.0% | $68,494-7.3% |
| Participation rate | 65.5% | 56.8%+8.7pp | 70.6%-5.1pp | 67.9%-2.4pp |
| Annual return | -19.55% | -14.52%-5.0pp | 29.74%-49.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,055 | $1,505+36.6% | $4,176-50.8% | $2,596-20.9% |
| Participant deferral / active EE | $3,915 | $2,636+48.5% | $4,070-3.8% | $4,027-2.8% |
| Admin fee / account holder | $2,790 | $4,020-30.6% | $5,645-50.6% | $5,403-48.4% |