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 | $79,053 | $48,046+64.5% | $84,611-6.6% | $72,985+8.3% |
| Participation rate | 38.7% | 57.6%-18.9pp | 68.2%-29.6pp | 69.5%-30.8pp |
| Annual return | 17.43% | 37.38%-20.0pp | 258.74%-241.3pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,197 | $1,602-25.3% | $2,652-54.9% | $2,440-51.0% |
| Participant deferral / active EE | $2,392 | $2,680-10.8% | $3,899-38.6% | $3,607-33.7% |
| Admin fee / account holder | $2,378 | $3,395-30.0% | $4,912-51.6% | $5,124-53.6% |