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 | $60,277 | $96,484-37.5% | $75,886-20.6% | $152,861-60.6% |
| Participation rate | 55.6% | 76.2%-20.6pp | 69.3%-13.7pp | 82.4%-26.9pp |
| Annual return | 9.91% | 33.98%-24.1pp | 30.76%-20.8pp | 345.32%-335.4pp |
| Employer contribution / active EE | $1,731 | $3,309-47.7% | $2,500-30.8% | $4,762-63.6% |
| Participant deferral / active EE | $2,487 | $4,553-45.4% | $3,603-31.0% | $5,850-57.5% |
| Admin fee / account holder | $24,230 | $8,078+200.0% | $5,418+347.2% | $11,596+108.9% |