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 | $136,886 | $209,832-34.8% | $189,513-27.8% | $167,490-18.3% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 8.33% | 748.27%-739.9pp | 555.15%-546.8pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,707 | $6,914-75.3% | $6,162-72.3% | $4,837-64.7% |
| Participant deferral / active EE | $6,455 | $8,935-27.8% | $8,221-21.5% | $6,341+1.8% |
| Admin fee / account holder | $1,374 | $14,293-90.4% | $12,045-88.6% | $12,309-88.8% |