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 | $125,078 | $93,571+33.7% | $135,903-8.0% | $75,163+66.4% |
| Participation rate | 48.1% | 75.2%-27.0pp | 81.9%-33.8pp | 67.2%-19.0pp |
| Annual return | 11.07% | 30.90%-19.8pp | 68.23%-57.2pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,700 | $3,537-51.9% | $4,856-65.0% | $2,670-36.3% |
| Participant deferral / active EE | $3,114 | $6,404-51.4% | $7,758-59.9% | $4,125-24.5% |
| Admin fee / account holder | $1,535 | $6,975-78.0% | $10,762-85.7% | $5,651-72.8% |