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 | $70,977 | $91,552-22.5% | $133,956-47.0% | $79,858-11.1% |
| Participation rate | 37.8% | 73.3%-35.5pp | 79.8%-42.0pp | 69.6%-31.8pp |
| Annual return | 7.65% | 61.85%-54.2pp | 45.09%-37.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $800 | $2,384-66.4% | $3,919-79.6% | $2,471-67.6% |
| Participant deferral / active EE | $1,997 | $3,733-46.5% | $5,048-60.4% | $3,740-46.6% |
| Admin fee / account holder | $4,514 | $6,321-28.6% | $8,927-49.4% | $5,306-14.9% |