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 | $57,503 | $72,277-20.4% | $101,248-43.2% | $79,858-28.0% |
| Participation rate | 34.5% | 68.5%-34.0pp | 75.8%-41.3pp | 69.6%-35.2pp |
| Annual return | 6.62% | 22.30%-15.7pp | 46.47%-39.9pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,342 | $2,692-50.1% | $3,660-63.3% | $2,471-45.7% |
| Participant deferral / active EE | $2,598 | $3,282-20.8% | $4,370-40.6% | $3,740-30.5% |
| Admin fee / account holder | $78,183 | $4,400+1676.7% | $5,945+1215.0% | $5,306+1373.4% |