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 | $154,785 | $99,633+55.4% | $183,328-15.6% | $82,448+87.7% |
| Participation rate | 64.5% | 70.8%-6.2pp | 77.3%-12.8pp | 68.1%-3.6pp |
| Annual return | 12.40% | 17.84%-5.4pp | 29.67%-17.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,650 | $3,256-49.3% | $5,055-67.4% | $2,551-35.3% |
| Participant deferral / active EE | $3,161 | $4,938-36.0% | $6,795-53.5% | $4,139-23.6% |
| Admin fee / account holder | $11,401 | $9,934+14.8% | $21,427-46.8% | $7,234+57.6% |