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 | $81,509 | $64,839+25.7% | $95,585-14.7% | $84,808-3.9% |
| Participation rate | 21.7% | 63.8%-42.1pp | 72.1%-50.3pp | 68.3%-46.6pp |
| Annual return | 9.64% | -670.96%+680.6pp | 38.56%-28.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $585 | $1,759-66.7% | $2,527-76.8% | $2,631-77.7% |
| Participant deferral / active EE | $1,901 | $2,965-35.9% | $4,023-52.7% | $4,212-54.9% |
| Admin fee / account holder | $31,535 | $5,964+428.7% | $6,127+414.7% | $7,344+329.4% |