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 | $90,433 | $79,944+13.1% | $98,439-8.1% | $75,163+20.3% |
| Participation rate | 38.2% | 70.4%-32.2pp | 75.2%-37.0pp | 67.2%-29.0pp |
| Annual return | 7.26% | 19.75%-12.5pp | 21.16%-13.9pp | 160.62%-153.4pp |
| Employer contribution / active EE | $1,241 | $2,264-45.2% | $3,048-59.3% | $2,670-53.5% |
| Participant deferral / active EE | $2,081 | $3,752-44.5% | $4,738-56.1% | $4,125-49.6% |
| Admin fee / account holder | $16,240 | $6,840+137.4% | $8,948+81.5% | $5,651+187.4% |