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 | $31,484 | $60,124-47.6% | $90,404-65.2% | $79,858-60.6% |
| Participation rate | 53.3% | 65.0%-11.6pp | 72.7%-19.3pp | 69.6%-16.3pp |
| Annual return | 9.36% | 71.94%-62.6pp | 1293.02%-1283.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $622 | $2,068-69.9% | $3,262-80.9% | $2,471-74.8% |
| Participant deferral / active EE | $844 | $2,938-71.3% | $3,963-78.7% | $3,740-77.4% |
| Admin fee / account holder | $5,159 | $3,976+29.7% | $5,611-8.1% | $5,306-2.8% |