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 | $68,624 | $105,181-34.8% | $159,436-57.0% | $85,850-20.1% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.8%-45.3pp | 69.3%-31.8pp |
| Annual return | 12.02% | 45.07%-33.1pp | 263.57%-251.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,525 | $3,318-23.9% | $4,829-47.7% | $2,565-1.5% |
| Participant deferral / active EE | $4,742 | $5,945-20.2% | $7,352-35.5% | $3,952+20.0% |
| Admin fee / account holder | $12,722 | $6,933+83.5% | $10,799+17.8% | $6,260+103.2% |