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 | $80,228 | $98,750-18.8% | $149,696-46.4% | $79,858+0.5% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.5%-26.6pp | 69.6%-13.8pp |
| Annual return | 11.67% | 27.43%-15.8pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,774 | $3,216-44.9% | $4,644-61.8% | $2,471-28.2% |
| Participant deferral / active EE | $3,706 | $5,680-34.8% | $6,842-45.8% | $3,740-0.9% |
| Admin fee / account holder | $3,340 | $6,053-44.8% | $9,309-64.1% | $5,306-37.1% |