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 | $65,414 | $169,032-61.3% | $129,207-49.4% | $145,922-55.2% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 7.23% | 14330.11%-14322.9pp | 9417.33%-9410.1pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,179 | $5,537-78.7% | $4,153-71.6% | $4,660-74.7% |
| Participant deferral / active EE | $2,305 | $4,987-53.8% | $4,168-44.7% | $6,688-65.5% |
| Admin fee / account holder | $764 | $9,954-92.3% | $7,715-90.1% | $13,397-94.3% |