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 | $106,260 | $159,901-33.5% | $146,958-27.7% | $145,922-27.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.06% | 98.13%-91.1pp | 418.34%-411.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $2,233 | $5,286-57.8% | $4,933-54.7% | $4,660-52.1% |
| Participant deferral / active EE | $10,933 | $8,428+29.7% | $8,070+35.5% | $6,688+63.5% |
| Admin fee / account holder | $1,471 | $15,044-90.2% | $12,998-88.7% | $13,397-89.0% |