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 | $32,695 | $55,415-41.0% | $155,509-79.0% | $74,495-56.1% |
| Participation rate | 30.5% | 61.9%-31.4pp | 78.2%-47.7pp | 67.2%-36.7pp |
| Annual return | 8.59% | 268.50%-259.9pp | 64.67%-56.1pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $591 | $2,267-73.9% | $4,672-87.3% | $2,623-77.5% |
| Participant deferral / active EE | $1,282 | $2,836-54.8% | $5,626-77.2% | $4,346-70.5% |
| Admin fee / account holder | $5,164 | $1,738+197.1% | $15,912-67.5% | $1,942+165.9% |