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 | $31,038 | $57,281-45.8% | $86,612-64.2% | $75,163-58.7% |
| Participation rate | 40.0% | 63.2%-23.2pp | 71.7%-31.7pp | 67.2%-27.2pp |
| Annual return | 13.49% | 2670.75%-2657.3pp | 591.07%-577.6pp | 160.62%-147.1pp |
| Employer contribution / active EE | $397 | $2,314-82.8% | $3,022-86.9% | $2,670-85.1% |
| Participant deferral / active EE | $1,663 | $3,318-49.9% | $4,438-62.5% | $4,125-59.7% |
| Admin fee / account holder | $321 | $4,112-92.2% | $5,614-94.3% | $5,651-94.3% |