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 | $63,697 | $34,308+85.7% | $74,701-14.7% | $72,985-12.7% |
| Participation rate | 19.7% | 42.4%-22.7pp | 54.5%-34.8pp | 69.5%-49.8pp |
| Annual return | 12.36% | 26.58%-14.2pp | 752.92%-740.6pp | 81.00%-68.6pp |
| Employer contribution / active EE | $386 | $692-44.1% | $1,084-64.3% | $2,440-84.2% |
| Participant deferral / active EE | $721 | $1,271-43.3% | $1,964-63.3% | $3,607-80.0% |
| Admin fee / account holder | $36,232 | $2,124+1605.7% | $3,333+987.1% | $5,124+607.0% |