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 4-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 | $24,873 | $68,547-63.7% | $120,354-79.3% | $80,856-69.2% |
| Participation rate | 67.7% | 61.6%+6.1pp | 71.9%-4.2pp | 67.6%+0.1pp |
| Annual return | 8.98% | 23.60%-14.6pp | 107.15%-98.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,102 | $2,051-46.3% | $3,463-68.2% | $2,755-60.0% |
| Participant deferral / active EE | $1,192 | $3,173-62.4% | $4,991-76.1% | $4,296-72.2% |
| Admin fee / account holder | $1,514 | $5,732-73.6% | $9,423-83.9% | $6,918-78.1% |