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 | $83,835 | $65,703+27.6% | $94,224-11.0% | $59,632+40.6% |
| Participation rate | 63.1% | 72.1%-9.0pp | 78.8%-15.7pp | 68.7%-5.6pp |
| Annual return | -2.65% | 5.22%-7.9pp | 10.68%-13.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,928 | $3,143+120.4% | $4,320+60.4% | $3,192+117.1% |
| Admin fee / account holder | $3,403 | $4,264-20.2% | $6,269-45.7% | $4,297-20.8% |