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 | $140,442 | $102,382+37.2% | $147,005-4.5% | $80,874+73.7% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.2%-16.4pp | 67.6%-1.9pp |
| Annual return | 9.64% | 134.89%-125.3pp | 418.76%-409.1pp | 35.62%-26.0pp |
| Employer contribution / active EE | $993 | $3,715-73.3% | $4,934-79.9% | $2,756-63.9% |
| Participant deferral / active EE | $5,037 | $6,646-24.2% | $8,070-37.6% | $4,297+17.2% |
| Admin fee / account holder | $19,383 | $7,942+144.0% | $13,006+49.0% | $6,935+179.5% |