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 | $166,405 | $88,751+87.5% | $81,812+103.4% | $145,922+14.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 2.53% | 1025.40%-1022.9pp | 773.79%-771.3pp | 561.29%-558.8pp |
| Employer contribution / active EE | $1,729 | $3,083-43.9% | $2,912-40.6% | $4,660-62.9% |
| Participant deferral / active EE | $3,330 | $4,643-28.3% | $4,319-22.9% | $6,688-50.2% |
| Admin fee / account holder | $3,009 | $8,415-64.2% | $7,386-59.3% | $13,397-77.5% |