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 | $51,715 | $105,859-51.1% | $90,160-42.6% | $147,584-65.0% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 7.89% | 37.63%-29.7pp | 34.88%-27.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,683 | $4,126-59.2% | $3,318-49.3% | $4,876-65.5% |
| Participant deferral / active EE | $5,025 | $5,733-12.4% | $5,288-5.0% | $5,439-7.6% |
| Admin fee / account holder | $400 | $8,046-95.0% | $5,943-93.3% | $10,885-96.3% |