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 | $61,309 | $70,669-13.2% | $169,368-63.8% | $75,163-18.4% |
| Participation rate | 47.2% | 64.8%-17.6pp | 77.1%-29.9pp | 67.2%-20.0pp |
| Annual return | 7.71% | 36.36%-28.6pp | 405.60%-397.9pp | 160.62%-152.9pp |
| Employer contribution / active EE | $1,780 | $2,211-19.5% | $4,013-55.6% | $2,670-33.3% |
| Participant deferral / active EE | $3,001 | $4,311-30.4% | $6,221-51.8% | $4,125-27.3% |
| Admin fee / account holder | $1,801 | $5,402-66.7% | $9,003-80.0% | $5,651-68.1% |