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 | $93,281 | $95,971-2.8% | $74,550+25.1% | $135,375-31.1% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -12.43% | 56.96%-69.4pp | 32.53%-45.0pp | 519.73%-532.2pp |
| Employer contribution / active EE | $485 | $2,716-82.1% | $1,961-75.3% | $4,779-89.8% |
| Participant deferral / active EE | $4,232 | $3,843+10.1% | $3,108+36.1% | $5,609-24.6% |
| Admin fee / account holder | $2,996 | $6,522-54.1% | $5,060-40.8% | $10,827-72.3% |