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 | $118,734 | $61,605+92.7% | $112,229+5.8% | $75,163+58.0% |
| Participation rate | 15.7% | 61.7%-46.0pp | 72.4%-56.7pp | 67.2%-51.5pp |
| Annual return | 11.71% | 28.47%-16.8pp | 30.20%-18.5pp | 160.62%-148.9pp |
| Employer contribution / active EE | $878 | $2,015-56.4% | $3,430-74.4% | $2,670-67.1% |
| Participant deferral / active EE | $1,139 | $3,108-63.4% | $4,798-76.3% | $4,125-72.4% |
| Admin fee / account holder | $38,982 | $4,862+701.7% | $7,748+403.1% | $5,651+589.8% |