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 | $98,428 | $81,460+20.8% | $103,333-4.7% | $80,856+21.7% |
| Participation rate | 29.6% | 66.8%-37.2pp | 74.5%-44.9pp | 67.6%-38.0pp |
| Annual return | 9.28% | 25.55%-16.3pp | 24.88%-15.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,397 | $3,105-55.0% | $3,868-63.9% | $2,755-49.3% |
| Participant deferral / active EE | $4,439 | $3,869+14.7% | $5,057-12.2% | $4,296+3.3% |
| Admin fee / account holder | $12,481 | $6,566+90.1% | $8,355+49.4% | $6,918+80.4% |