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 | $60,252 | $100,773-40.2% | $88,946-32.3% | $142,382-57.7% |
| Participation rate | 15.4% | 74.3%-58.9pp | 68.8%-53.5pp | 80.1%-64.7pp |
| Annual return | 10.81% | 70.18%-59.4pp | 57.82%-47.0pp | 217.08%-206.3pp |
| Employer contribution / active EE | $797 | $2,918-72.7% | $2,555-68.8% | $4,299-81.5% |
| Participant deferral / active EE | $1,931 | $5,230-63.1% | $4,581-57.8% | $6,507-70.3% |
| Admin fee / account holder | $59,691 | $9,693+515.8% | $8,261+622.6% | $12,624+372.9% |