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 | $51,641 | $58,208-11.3% | $81,812-36.9% | $80,856-36.1% |
| Participation rate | 32.1% | 63.4%-31.3pp | 72.3%-40.3pp | 67.6%-35.6pp |
| Annual return | 4.99% | 41.66%-36.7pp | 773.79%-768.8pp | 35.59%-30.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,820 | $3,281-44.5% | $4,319-57.9% | $4,296-57.6% |
| Admin fee / account holder | $2,915 | $4,981-41.5% | $7,386-60.5% | $6,918-57.9% |