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 | $72,130 | $150,187-52.0% | $120,354-40.1% | $145,922-50.6% |
| Participation rate | 58.3% | 78.8%-20.4pp | 71.9%-13.6pp | 80.3%-21.9pp |
| Annual return | 7.33% | 154.07%-146.7pp | 107.15%-99.8pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,054 | $4,348-52.8% | $3,463-40.7% | $4,660-55.9% |
| Participant deferral / active EE | $2,609 | $6,173-57.7% | $4,991-47.7% | $6,688-61.0% |
| Admin fee / account holder | $6,942 | $12,207-43.1% | $9,423-26.3% | $13,397-48.2% |