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 | $102,343 | $135,952-24.7% | $123,892-17.4% | $273,961-62.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.04% | 56.63%-53.6pp | 47.52%-44.5pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,597 | $5,170-69.1% | $4,617-65.4% | $4,869-67.2% |
| Participant deferral / active EE | $5,321 | $6,343-16.1% | $5,984-11.1% | $5,287+0.6% |
| Admin fee / account holder | $30,444 | $9,817+210.1% | $8,357+264.3% | $10,132+200.5% |