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 | $41,934 | $112,096-62.6% | $95,952-56.3% | $158,922-73.6% |
| Participation rate | 41.7% | 79.0%-37.3pp | 77.1%-35.4pp | 82.0%-40.3pp |
| Annual return | -10.74% | 171.09%-181.8pp | 91.61%-102.3pp | 302.83%-313.6pp |
| Employer contribution / active EE | $646 | $3,198-79.8% | $2,541-74.6% | $4,761-86.4% |
| Participant deferral / active EE | $1,514 | $4,784-68.4% | $4,167-63.7% | $5,982-74.7% |
| Admin fee / account holder | $13,492 | $10,130+33.2% | $6,795+98.5% | $11,246+20.0% |