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 | $156,046 | $124,319+25.5% | $111,297+40.2% | $167,490-6.8% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 3.28% | 37.44%-34.2pp | 54.65%-51.4pp | 478.56%-475.3pp |
| Employer contribution / active EE | $1,731 | $3,435-49.6% | $2,731-36.6% | $4,837-64.2% |
| Participant deferral / active EE | $6,377 | $5,180+23.1% | $4,487+42.1% | $6,341+0.6% |
| Admin fee / account holder | $931 | $10,618-91.2% | $7,964-88.3% | $12,309-92.4% |