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 | $97,732 | $86,922+12.4% | $102,438-4.6% | $80,874+20.8% |
| Participation rate | 61.1% | 72.4%-11.3pp | 76.5%-15.4pp | 67.6%-6.5pp |
| Annual return | 7.34% | 18.90%-11.6pp | 29.37%-22.0pp | 35.62%-28.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,883 | $4,119-30.0% | $5,054-43.0% | $4,297-32.9% |
| Admin fee / account holder | $34,993 | $8,050+334.7% | $9,448+270.4% | $6,935+404.6% |