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 | $215,665 | $104,974+105.4% | $95,585+125.6% | $142,382+51.5% |
| Participation rate | 52.9% | 75.0%-22.0pp | 72.1%-19.1pp | 80.1%-27.2pp |
| Annual return | 9.06% | 210.33%-201.3pp | 38.56%-29.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,802 | $2,779-35.2% | $2,527-28.7% | $4,299-58.1% |
| Participant deferral / active EE | $4,227 | $4,352-2.9% | $4,023+5.1% | $6,507-35.0% |
| Admin fee / account holder | $29,335 | $6,386+359.4% | $6,127+378.7% | $12,624+132.4% |