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 | $127,579 | $165,335-22.8% | $149,696-14.8% | $158,922-19.7% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 5.49% | 348.15%-342.7pp | 276.60%-271.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $5,228 | $5,103+2.4% | $4,644+12.6% | $4,761+9.8% |
| Participant deferral / active EE | $4,530 | $7,181-36.9% | $6,842-33.8% | $5,982-24.3% |
| Admin fee / account holder | $36,080 | $10,807+233.9% | $9,309+287.6% | $11,246+220.8% |