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 | $46,775 | $89,355-47.7% | $141,162-66.9% | $72,985-35.9% |
| Participation rate | 65.8% | 75.1%-9.3pp | 82.5%-16.7pp | 69.5%-3.7pp |
| Annual return | 15.39% | 111.85%-96.5pp | 71.39%-56.0pp | 81.00%-65.6pp |
| Employer contribution / active EE | $2,065 | $3,114-33.7% | $4,735-56.4% | $2,440-15.4% |
| Participant deferral / active EE | $3,581 | $5,418-33.9% | $6,709-46.6% | $3,607-0.7% |
| Admin fee / account holder | $8,398 | $5,958+41.0% | $10,261-18.2% | $5,124+63.9% |