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 | $78,944 | $63,346+24.6% | $92,233-14.4% | $70,131+12.6% |
| Participation rate | 53.8% | 68.7%-14.8pp | 76.5%-22.6pp | 69.5%-15.7pp |
| Annual return | 11.29% | 530.12%-518.8pp | 176.28%-165.0pp | 73.14%-61.9pp |
| Employer contribution / active EE | $925 | $2,471-62.5% | $3,679-74.8% | $2,342-60.5% |
| Participant deferral / active EE | $2,538 | $2,854-11.1% | $3,897-34.9% | $3,332-23.8% |
| Admin fee / account holder | $2,274 | $3,840-40.8% | $5,194-56.2% | $4,645-51.0% |