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 | $32,013 | $93,024-65.6% | $77,024-58.4% | $134,475-76.2% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.0pp | 81.2%-38.4pp |
| Annual return | -22.55% | 62.60%-85.1pp | 42.32%-64.9pp | 417.96%-440.5pp |
| Employer contribution / active EE | $706 | $3,418-79.3% | $2,812-74.9% | $4,740-85.1% |
| Participant deferral / active EE | $2,784 | $5,238-46.8% | $4,426-37.1% | $6,400-56.5% |
| Admin fee / account holder | $123,171 | $6,944+1673.8% | $5,425+2170.3% | $11,426+978.0% |