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 | $62,354 | $157,256-60.3% | $141,162-55.8% | $152,861-59.2% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.4%-39.6pp |
| Annual return | 12.45% | 64.32%-51.9pp | 71.39%-58.9pp | 345.32%-332.9pp |
| Employer contribution / active EE | $1,464 | $5,261-72.2% | $4,735-69.1% | $4,762-69.3% |
| Participant deferral / active EE | $2,597 | $7,109-63.5% | $6,709-61.3% | $5,850-55.6% |
| Admin fee / account holder | $48,314 | $12,120+298.6% | $10,261+370.8% | $11,596+316.6% |