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 | $77,565 | $102,317-24.2% | $146,958-47.2% | $80,856-4.1% |
| Participation rate | 58.1% | 75.8%-17.8pp | 82.2%-24.1pp | 67.6%-9.6pp |
| Annual return | 10.56% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,429 | $3,713-34.6% | $4,933-50.8% | $2,755-11.8% |
| Participant deferral / active EE | $10,643 | $6,644+60.2% | $8,070+31.9% | $4,296+147.7% |
| Admin fee / account holder | $10,264 | $7,941+29.2% | $12,998-21.0% | $6,918+48.4% |