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 | $36,649 | $65,409-44.0% | $98,442-62.8% | $85,850-57.3% |
| Participation rate | 46.4% | 65.0%-18.6pp | 73.3%-26.9pp | 69.3%-22.9pp |
| Annual return | 4.47% | 21.76%-17.3pp | 1492.73%-1488.3pp | 318.53%-314.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,539 | $3,166+11.8% | $4,276-17.2% | $3,952-10.4% |
| Admin fee / account holder | $1,037 | $4,593-77.4% | $5,949-82.6% | $6,260-83.4% |