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 | $86,732 | $53,822+61.1% | $75,696+14.6% | $85,850+1.0% |
| Participation rate | 47.2% | 69.1%-21.8pp | 74.8%-27.6pp | 69.3%-22.1pp |
| Annual return | 10.16% | 24.54%-14.4pp | 104.53%-94.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,623 | $2,017-19.5% | $2,743-40.8% | $2,565-36.7% |
| Participant deferral / active EE | $3,020 | $2,895+4.3% | $3,821-21.0% | $3,952-23.6% |
| Admin fee / account holder | $14,918 | $3,343+346.3% | $3,619+312.2% | $6,260+138.3% |