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 | $62,452 | $65,409-4.5% | $98,442-36.6% | $85,850-27.3% |
| Participation rate | 63.4% | 65.0%-1.6pp | 73.3%-10.0pp | 69.3%-5.9pp |
| Annual return | 11.55% | 21.76%-10.2pp | 1492.73%-1481.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $732 | $2,168-66.2% | $2,960-75.3% | $2,565-71.5% |
| Participant deferral / active EE | $3,985 | $3,166+25.8% | $4,276-6.8% | $3,952+0.8% |
| Admin fee / account holder | $28,026 | $4,593+510.2% | $5,949+371.1% | $6,260+347.7% |