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 | $82,833 | $106,584-22.3% | $101,326-18.3% | $142,382-41.8% |
| Participation rate | 63.2% | 82.7%-19.5pp | 81.5%-18.3pp | 80.1%-17.0pp |
| Annual return | 9.55% | 36.93%-27.4pp | 36.82%-27.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,793 | $3,956-54.7% | $3,665-51.1% | $4,299-58.3% |
| Participant deferral / active EE | $3,102 | $8,297-62.6% | $7,994-61.2% | $6,507-52.3% |
| Admin fee / account holder | $30,356 | $11,446+165.2% | $11,185+171.4% | $12,624+140.5% |