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 | $42,654 | $98,750-56.8% | $149,696-71.5% | $79,858-46.6% |
| Participation rate | 47.8% | 75.8%-27.9pp | 82.5%-34.6pp | 69.6%-21.8pp |
| Annual return | 12.35% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,343 | $3,216-58.2% | $4,644-71.1% | $2,471-45.6% |
| Participant deferral / active EE | $2,530 | $5,680-55.5% | $6,842-63.0% | $3,740-32.4% |
| Admin fee / account holder | $4,906 | $6,053-18.9% | $9,309-47.3% | $5,306-7.5% |