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 | $46,240 | $88,710-47.9% | $81,783-43.5% | $145,959-68.3% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.4%-7.6pp | 80.3%-15.6pp |
| Annual return | 8.14% | 1027.26%-1019.1pp | 775.05%-766.9pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,474 | $3,083-52.2% | $2,913-49.4% | $4,661-68.4% |
| Participant deferral / active EE | $3,203 | $4,645-31.0% | $4,320-25.9% | $6,689-52.1% |
| Admin fee / account holder | $2,675 | $8,407-68.2% | $7,380-63.8% | $13,398-80.0% |