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 | $176,204 | $214,378-17.8% | $200,582-12.2% | $142,382+23.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 7.78% | 46.41%-38.6pp | 42.33%-34.5pp | 217.08%-209.3pp |
| Employer contribution / active EE | $10,663 | $6,841+55.9% | $6,419+66.1% | $4,299+148.0% |
| Participant deferral / active EE | $4,787 | $9,865-51.5% | $9,331-48.7% | $6,507-26.4% |
| Admin fee / account holder | $88,233 | $17,692+398.7% | $16,305+441.2% | $12,624+598.9% |