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 | $13,508 | $39,019-65.4% | $80,716-83.3% | $85,850-84.3% |
| Participation rate | 33.3% | 41.5%-8.2pp | 54.2%-20.8pp | 69.3%-36.0pp |
| Annual return | 4.79% | 26.27%-21.5pp | 87.28%-82.5pp | 318.53%-313.7pp |
| Employer contribution / active EE | $893 | $722+23.6% | $1,160-23.1% | $2,565-65.2% |
| Participant deferral / active EE | $1,328 | $1,326+0.2% | $2,146-38.1% | $3,952-66.4% |
| Admin fee / account holder | $6,926 | $2,431+184.9% | $3,380+104.9% | $6,260+10.6% |