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 | $48,523 | $133,922-63.8% | $116,228-58.3% | $142,382-65.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 9.07% | 147.76%-138.7pp | 90.06%-81.0pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,752 | $3,446-49.2% | $2,994-41.5% | $4,299-59.2% |
| Participant deferral / active EE | $12,736 | $5,672+124.5% | $4,953+157.1% | $6,507+95.7% |
| Admin fee / account holder | $67,696 | $14,945+353.0% | $11,989+464.6% | $12,624+436.3% |