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 | $18,777 | $96,635-80.6% | $86,612-78.3% | $139,434-86.5% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 6.66% | 106.41%-99.7pp | 591.07%-584.4pp | 372.94%-366.3pp |
| Employer contribution / active EE | $771 | $3,263-76.4% | $3,022-74.5% | $4,751-83.8% |
| Participant deferral / active EE | $847 | $4,836-82.5% | $4,438-80.9% | $6,710-87.4% |
| Admin fee / account holder | $46,620 | $6,408+627.6% | $5,614+730.4% | $11,403+308.9% |