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 | $34,002 | $132,634-74.4% | $115,768-70.6% | $137,256-75.2% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.4%-9.4pp | 80.0%-15.0pp |
| Annual return | 7.99% | 160.70%-152.7pp | 100.46%-92.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,071 | $3,360-68.1% | $2,940-63.6% | $4,156-74.2% |
| Participant deferral / active EE | $3,196 | $5,619-43.1% | $4,917-35.0% | $6,407-50.1% |
| Admin fee / account holder | $65,783 | $15,028+337.7% | $12,439+428.8% | $12,270+436.1% |