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 | $225,598 | $159,901+41.1% | $146,958+53.5% | $145,922+54.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 7.54% | 98.13%-90.6pp | 418.34%-410.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $3,406 | $5,286-35.6% | $4,933-31.0% | $4,660-26.9% |
| Participant deferral / active EE | $7,634 | $8,428-9.4% | $8,070-5.4% | $6,688+14.2% |
| Admin fee / account holder | $55,853 | $15,044+271.3% | $12,998+329.7% | $13,397+316.9% |