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 | $86,598 | $133,922-35.3% | $116,228-25.5% | $142,382-39.2% |
| Participation rate | 52.2% | 77.9%-25.7pp | 74.6%-22.4pp | 80.1%-27.9pp |
| Annual return | 2.30% | 147.76%-145.5pp | 90.06%-87.8pp | 217.08%-214.8pp |
| Employer contribution / active EE | $846 | $3,446-75.4% | $2,994-71.7% | $4,299-80.3% |
| Participant deferral / active EE | $1,694 | $5,672-70.1% | $4,953-65.8% | $6,507-74.0% |
| Admin fee / account holder | $3,490 | $14,945-76.6% | $11,989-70.9% | $12,624-72.4% |