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 | $43,176 | $58,512-26.2% | $84,015-48.6% | $72,985-40.8% |
| Participation rate | 56.9% | 61.2%-4.4pp | 69.0%-12.1pp | 69.5%-12.6pp |
| Annual return | 16.24% | 28.93%-12.7pp | 71.31%-55.1pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,176 | $1,163+1.2% | $1,983-40.7% | $2,440-51.8% |
| Participant deferral / active EE | $2,256 | $2,394-5.8% | $3,239-30.4% | $3,607-37.5% |
| Admin fee / account holder | $2,043 | $4,569-55.3% | $6,101-66.5% | $5,124-60.1% |