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 | $112,243 | $78,705+42.6% | $117,854-4.8% | $70,131+60.0% |
| Participation rate | 68.6% | 73.2%-4.6pp | 79.7%-11.1pp | 69.5%-1.0pp |
| Annual return | 11.41% | 23.30%-11.9pp | 335.08%-323.7pp | 73.14%-61.7pp |
| Employer contribution / active EE | $2,302 | $2,223+3.6% | $3,786-39.2% | $2,342-1.7% |
| Participant deferral / active EE | $5,141 | $3,297+55.9% | $4,482+14.7% | $3,332+54.3% |
| Admin fee / account holder | $4,162 | $5,065-17.8% | $8,020-48.1% | $4,645-10.4% |