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 | $55,888 | $80,812-30.8% | $160,784-65.2% | $82,448-32.2% |
| Participation rate | 50.6% | 66.2%-15.6pp | 77.0%-26.4pp | 68.1%-17.5pp |
| Annual return | 10.89% | 100.59%-89.7pp | 1803.92%-1793.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $982 | $2,174-54.8% | $3,733-73.7% | $2,551-61.5% |
| Participant deferral / active EE | $1,522 | $4,335-64.9% | $6,293-75.8% | $4,139-63.2% |
| Admin fee / account holder | $719 | $7,695-90.7% | $9,717-92.6% | $7,234-90.1% |