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 | $81,332 | $86,929-6.4% | $102,423-20.6% | $80,856+0.6% |
| Participation rate | 45.7% | 72.4%-26.7pp | 76.5%-30.8pp | 67.6%-22.0pp |
| Annual return | 9.67% | 18.88%-9.2pp | 29.32%-19.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,388 | $2,369-41.4% | $3,023-54.1% | $2,755-49.6% |
| Participant deferral / active EE | $2,524 | $4,118-38.7% | $5,053-50.0% | $4,296-41.2% |
| Admin fee / account holder | $12,173 | $8,049+51.2% | $9,451+28.8% | $6,918+76.0% |