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 | $34,774 | $65,395-46.8% | $182,532-80.9% | $72,985-52.4% |
| Participation rate | 69.2% | 65.4%+3.8pp | 78.0%-8.7pp | 69.5%-0.3pp |
| Annual return | 17.38% | 27.68%-10.3pp | 148.54%-131.2pp | 81.00%-63.6pp |
| Employer contribution / active EE | $3,297 | $1,911+72.5% | $4,076-19.1% | $2,440+35.1% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,524-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,358 | $4,245+2.7% | $8,592-49.3% | $5,124-15.0% |