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 | $55,088 | $80,717-31.8% | $154,803-64.4% | $84,808-35.0% |
| Participation rate | 40.9% | 66.8%-25.9pp | 78.1%-37.2pp | 68.3%-27.4pp |
| Annual return | 10.59% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,065 | $2,761-61.4% | $4,305-75.3% | $2,631-59.5% |
| Participant deferral / active EE | $2,829 | $3,303-14.4% | $5,540-48.9% | $4,212-32.8% |
| Admin fee / account holder | $20,221 | $6,746+199.8% | $14,329+41.1% | $7,344+175.4% |