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 | $57,983 | $105,998-45.3% | $92,233-37.1% | $147,584-60.7% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 4.60% | 50.05%-45.4pp | 176.28%-171.7pp | 578.55%-573.9pp |
| Employer contribution / active EE | $1,574 | $4,333-63.7% | $3,679-57.2% | $4,876-67.7% |
| Participant deferral / active EE | $1,574 | $4,478-64.8% | $3,897-59.6% | $5,439-71.1% |
| Admin fee / account holder | $22,641 | $6,332+257.5% | $5,194+335.9% | $10,885+108.0% |