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 | $51,630 | $88,360-41.6% | $145,433-64.5% | $67,986-24.1% |
| Participation rate | 26.1% | 65.5%-39.4pp | 82.1%-56.0pp | 57.2%-31.1pp |
| Annual return | 12.32% | 63.15%-50.8pp | 66.58%-54.3pp | 31.67%-19.3pp |
| Employer contribution / active EE | $434 | $3,054-85.8% | $4,554-90.5% | $2,019-78.5% |
| Participant deferral / active EE | $1,775 | $5,932-70.1% | $7,897-77.5% | $3,358-47.1% |
| Admin fee / account holder | $7,450 | $3,313+124.9% | $13,129-43.3% | $3,203+132.6% |