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 | $70,160 | $106,749-34.3% | $145,433-51.8% | $82,448-14.9% |
| Participation rate | 65.8% | 75.6%-9.9pp | 82.1%-16.3pp | 68.1%-2.3pp |
| Annual return | 14.18% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,519 | $3,444-55.9% | $4,554-66.7% | $2,551-40.5% |
| Participant deferral / active EE | $5,484 | $6,519-15.9% | $7,897-30.6% | $4,139+32.5% |
| Admin fee / account holder | $6,582 | $8,390-21.5% | $13,129-49.9% | $7,234-9.0% |