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 | $109,609 | $159,901-31.5% | $146,958-25.4% | $145,922-24.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 3.92% | 98.13%-94.2pp | 418.34%-414.4pp | 561.29%-557.4pp |
| Employer contribution / active EE | $1,966 | $5,286-62.8% | $4,933-60.1% | $4,660-57.8% |
| Participant deferral / active EE | $7,238 | $8,428-14.1% | $8,070-10.3% | $6,688+8.2% |
| Admin fee / account holder | $428 | $15,044-97.2% | $12,998-96.7% | $13,397-96.8% |