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 | $33,374 | $76,000-56.1% | $154,107-78.3% | $64,186-48.0% |
| Participation rate | 53.8% | 70.4%-16.6pp | 83.0%-29.2pp | 69.6%-15.7pp |
| Annual return | -13.28% | 30.32%-43.6pp | 735.12%-748.4pp | 7.63%-20.9pp |
| Employer contribution / active EE | $983 | $3,351-70.7% | $5,298-81.4% | $2,381-58.7% |
| Participant deferral / active EE | $2,516 | $3,175-20.8% | $5,081-50.5% | $3,470-27.5% |
| Admin fee / account holder | $520 | $5,596-90.7% | $13,411-96.1% | $4,888-89.4% |