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 | $80,369 | $65,395+22.9% | $182,532-56.0% | $72,985+10.1% |
| Participation rate | 48.8% | 65.4%-16.7pp | 78.0%-29.2pp | 69.5%-20.7pp |
| Annual return | 3.03% | 27.68%-24.7pp | 148.54%-145.5pp | 81.00%-78.0pp |
| Employer contribution / active EE | $527 | $1,911-72.4% | $4,076-87.1% | $2,440-78.4% |
| Participant deferral / active EE | $3,341 | $3,563-6.2% | $5,524-39.5% | $3,607-7.4% |
| Admin fee / account holder | $5,858 | $4,245+38.0% | $8,592-31.8% | $5,124+14.3% |