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 | $122,291 | $102,317+19.5% | $146,958-16.8% | $80,856+51.2% |
| Participation rate | 34.4% | 75.8%-41.5pp | 82.2%-47.8pp | 67.6%-33.3pp |
| Annual return | 9.18% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,129 | $3,713-69.6% | $4,933-77.1% | $2,755-59.0% |
| Participant deferral / active EE | $3,388 | $6,644-49.0% | $8,070-58.0% | $4,296-21.1% |
| Admin fee / account holder | $4,228 | $7,941-46.8% | $12,998-67.5% | $6,918-38.9% |