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 | $57,503 | $48,795+17.8% | $65,493-12.2% | $84,808-32.2% |
| Participation rate | 46.6% | 67.0%-20.4pp | 73.1%-26.5pp | 68.3%-21.8pp |
| Annual return | 10.01% | 20.20%-10.2pp | 982.45%-972.4pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,353 | $1,930-29.9% | $2,574-47.4% | $2,631-48.6% |
| Participant deferral / active EE | $3,533 | $2,928+20.6% | $3,961-10.8% | $4,212-16.1% |
| Admin fee / account holder | $35,154 | $3,877+806.7% | $5,028+599.1% | $7,344+378.7% |