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 5-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 | $84,203 | $56,114+50.1% | $96,139-12.4% | $85,850-1.9% |
| Participation rate | 39.3% | 56.7%-17.4pp | 68.4%-29.2pp | 69.3%-30.0pp |
| Annual return | 7.60% | 42.30%-34.7pp | 191.94%-184.3pp | 318.53%-310.9pp |
| Employer contribution / active EE | $975 | $1,620-39.8% | $2,797-65.1% | $2,565-62.0% |
| Participant deferral / active EE | $1,872 | $2,859-34.5% | $4,349-57.0% | $3,952-52.6% |
| Admin fee / account holder | $37,718 | $3,768+901.0% | $5,537+581.2% | $6,260+502.5% |