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 4-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 | $44,331 | $183,592-75.9% | $155,567-71.5% | $145,959-69.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 6.96% | 61.24%-54.3pp | 64.74%-57.8pp | 561.95%-555.0pp |
| Employer contribution / active EE | $2,005 | $5,315-62.3% | $4,674-57.1% | $4,661-57.0% |
| Participant deferral / active EE | $4,071 | $6,464-37.0% | $5,628-27.7% | $6,689-39.1% |
| Admin fee / account holder | $802 | $19,318-95.9% | $15,916-95.0% | $13,398-94.0% |