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 | $149,342 | $175,202-14.8% | $149,673-0.2% | $139,434+7.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 9.20% | 166.71%-157.5pp | 134.42%-125.2pp | 372.94%-363.7pp |
| Employer contribution / active EE | $2,635 | $5,474-51.9% | $4,818-45.3% | $4,751-44.5% |
| Participant deferral / active EE | $11,083 | $6,519+70.0% | $5,680+95.1% | $6,710+65.2% |
| Admin fee / account holder | $55,661 | $16,150+244.6% | $13,210+321.4% | $11,403+388.1% |