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 | $18,122 | $57,281-68.4% | $86,612-79.1% | $75,163-75.9% |
| Participation rate | 58.9% | 63.2%-4.3pp | 71.7%-12.8pp | 67.2%-8.3pp |
| Annual return | 13.17% | 2670.75%-2657.6pp | 591.07%-577.9pp | 160.62%-147.4pp |
| Employer contribution / active EE | $351 | $2,314-84.8% | $3,022-88.4% | $2,670-86.8% |
| Participant deferral / active EE | $1,397 | $3,318-57.9% | $4,438-68.5% | $4,125-66.1% |
| Admin fee / account holder | $2,836 | $4,112-31.0% | $5,614-49.5% | $5,651-49.8% |