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 | $26,072 | $77,899-66.5% | $149,673-82.6% | $75,163-65.3% |
| Participation rate | 48.6% | 65.6%-16.9pp | 78.8%-30.1pp | 67.2%-18.5pp |
| Annual return | 8.14% | 31.72%-23.6pp | 134.42%-126.3pp | 160.62%-152.5pp |
| Employer contribution / active EE | $811 | $3,137-74.2% | $4,818-83.2% | $2,670-69.6% |
| Participant deferral / active EE | $1,578 | $3,411-53.7% | $5,680-72.2% | $4,125-61.7% |
| Admin fee / account holder | $1,070 | $5,956-82.0% | $13,210-91.9% | $5,651-81.1% |