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 | $44,850 | $49,173-8.8% | $121,098-63.0% | $75,163-40.3% |
| Participation rate | 61.5% | 55.4%+6.1pp | 69.5%-7.9pp | 67.2%-5.7pp |
| Annual return | 12.78% | 55.99%-43.2pp | 985.75%-973.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,082 | $1,546-30.0% | $4,164-74.0% | $2,670-59.5% |
| Participant deferral / active EE | $1,845 | $2,628-29.8% | $4,080-54.8% | $4,125-55.3% |
| Admin fee / account holder | $2,182 | $3,942-44.6% | $5,644-61.3% | $5,651-61.4% |