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 | $133,942 | $105,181+27.3% | $159,436-16.0% | $85,850+56.0% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.8%-23.8pp | 69.3%-10.3pp |
| Annual return | 11.67% | 45.07%-33.4pp | 263.57%-251.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,113 | $3,318-36.3% | $4,829-56.3% | $2,565-17.6% |
| Participant deferral / active EE | $4,400 | $5,945-26.0% | $7,352-40.2% | $3,952+11.3% |
| Admin fee / account holder | $1,288 | $6,933-81.4% | $10,799-88.1% | $6,260-79.4% |