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 | $56,413 | $106,890-47.2% | $84,015-32.9% | $152,861-63.1% |
| Participation rate | 30.0% | 75.2%-45.2pp | 69.0%-39.0pp | 82.4%-52.4pp |
| Annual return | 2.69% | 104.99%-102.3pp | 71.31%-68.6pp | 345.32%-342.6pp |
| Employer contribution / active EE | $1,621 | $2,734-40.7% | $1,983-18.3% | $4,762-66.0% |
| Participant deferral / active EE | $2,741 | $4,011-31.7% | $3,239-15.4% | $5,850-53.1% |
| Admin fee / account holder | $5,504 | $8,285-33.6% | $6,101-9.8% | $11,596-52.5% |