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 | $48,767 | $65,561-25.6% | $86,188-43.4% | $75,163-35.1% |
| Participation rate | 54.8% | 60.5%-5.7pp | 69.0%-14.2pp | 67.2%-12.4pp |
| Annual return | 12.33% | 46.05%-33.7pp | 1168.45%-1156.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $595 | $1,553-61.7% | $2,380-75.0% | $2,670-77.7% |
| Participant deferral / active EE | $2,383 | $3,024-21.2% | $3,985-40.2% | $4,125-42.2% |
| Admin fee / account holder | $6,566 | $5,474+19.9% | $6,852-4.2% | $5,651+16.2% |