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 | $29,970 | $76,000-60.6% | $154,107-80.6% | $64,186-53.3% |
| Participation rate | 61.2% | 70.4%-9.2pp | 83.0%-21.8pp | 69.6%-8.3pp |
| Annual return | -9.10% | 30.32%-39.4pp | 735.12%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,370 | $3,351-59.1% | $5,298-74.1% | $2,381-42.4% |
| Participant deferral / active EE | $2,455 | $3,175-22.7% | $5,081-51.7% | $3,470-29.2% |
| Admin fee / account holder | $3,736 | $5,596-33.2% | $13,411-72.1% | $4,888-23.6% |