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 | $89,022 | $77,314+15.1% | $177,989-50.0% | $80,856+10.1% |
| Participation rate | 53.8% | 65.7%-11.9pp | 77.1%-23.2pp | 67.6%-13.8pp |
| Annual return | 9.58% | 18.09%-8.5pp | 294.48%-284.9pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,638 | $2,292+58.7% | $3,949-7.9% | $2,755+32.1% |
| Participant deferral / active EE | $1,542 | $4,411-65.0% | $6,276-75.4% | $4,296-64.1% |
| Admin fee / account holder | $4,654 | $7,191-35.3% | $10,363-55.1% | $6,918-32.7% |