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 | $35,853 | $65,561-45.3% | $86,188-58.4% | $75,163-52.3% |
| Participation rate | 69.2% | 60.5%+8.7pp | 69.0%+0.3pp | 67.2%+2.0pp |
| Annual return | 11.06% | 46.05%-35.0pp | 1168.45%-1157.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $852 | $1,553-45.1% | $2,380-64.2% | $2,670-68.1% |
| Participant deferral / active EE | $2,596 | $3,024-14.1% | $3,985-34.9% | $4,125-37.1% |
| Admin fee / account holder | $427 | $5,474-92.2% | $6,852-93.8% | $5,651-92.4% |