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 | $83,448 | $106,515-21.7% | $96,683-13.7% | $139,434-40.2% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 9.47% | 38.43%-29.0pp | 35.69%-26.2pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,033 | $4,103-74.8% | $3,737-72.4% | $4,751-78.3% |
| Participant deferral / active EE | $3,687 | $5,454-32.4% | $4,878-24.4% | $6,710-45.1% |
| Admin fee / account holder | $1,905 | $7,877-75.8% | $6,730-71.7% | $11,403-83.3% |