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 4-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 | $27,606 | $104,974-73.7% | $95,585-71.1% | $142,382-80.6% |
| Participation rate | 47.6% | 75.0%-27.4pp | 72.1%-24.5pp | 80.1%-32.5pp |
| Annual return | 8.63% | 210.33%-201.7pp | 38.56%-29.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,053 | $2,779-62.1% | $2,527-58.3% | $4,299-75.5% |
| Participant deferral / active EE | $3,384 | $4,352-22.2% | $4,023-15.9% | $6,507-48.0% |
| Admin fee / account holder | $571 | $6,386-91.1% | $6,127-90.7% | $12,624-95.5% |