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 | $41,709 | $78,705-47.0% | $117,854-64.6% | $70,131-40.5% |
| Participation rate | 68.0% | 73.2%-5.2pp | 79.7%-11.7pp | 69.5%-1.5pp |
| Annual return | 10.04% | 23.30%-13.3pp | 335.08%-325.0pp | 73.14%-63.1pp |
| Employer contribution / active EE | $521 | $2,223-76.6% | $3,786-86.2% | $2,342-77.8% |
| Participant deferral / active EE | $2,218 | $3,297-32.7% | $4,482-50.5% | $3,332-33.4% |
| Admin fee / account holder | $1,108 | $5,065-78.1% | $8,020-86.2% | $4,645-76.1% |