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 | $27,758 | $114,047-75.7% | $96,139-71.1% | $167,490-83.4% |
| Participation rate | 56.5% | 75.1%-18.5pp | 68.4%-11.9pp | 82.1%-25.6pp |
| Annual return | 4.14% | 189.88%-185.7pp | 191.94%-187.8pp | 478.56%-474.4pp |
| Employer contribution / active EE | $812 | $3,427-76.3% | $2,797-71.0% | $4,837-83.2% |
| Participant deferral / active EE | $1,906 | $5,194-63.3% | $4,349-56.2% | $6,341-69.9% |
| Admin fee / account holder | $1,763 | $6,897-74.4% | $5,537-68.2% | $12,309-85.7% |