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 | $145,822 | $159,901-8.8% | $146,958-0.8% | $145,922-0.1% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 9.11% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,165 | $5,286-59.0% | $4,933-56.1% | $4,660-53.5% |
| Participant deferral / active EE | $5,033 | $8,428-40.3% | $8,070-37.6% | $6,688-24.7% |
| Admin fee / account holder | $91,850 | $15,044+510.6% | $12,998+606.6% | $13,397+585.6% |