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 | $34,551 | $72,277-52.2% | $101,248-65.9% | $79,858-56.7% |
| Participation rate | 50.9% | 68.5%-17.6pp | 75.8%-24.9pp | 69.6%-18.7pp |
| Annual return | 6.19% | 22.30%-16.1pp | 46.47%-40.3pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,792 | $2,692-33.4% | $3,660-51.0% | $2,471-27.5% |
| Participant deferral / active EE | $4,204 | $3,282+28.1% | $4,370-3.8% | $3,740+12.4% |
| Admin fee / account holder | $10,737 | $4,400+144.0% | $5,945+80.6% | $5,306+102.3% |