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 | $131,142 | $117,841+11.3% | $102,423+28.0% | $145,922-10.1% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 8.15% | 31.65%-23.5pp | 29.32%-21.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,100 | $3,615-41.9% | $3,023-30.5% | $4,660-54.9% |
| Participant deferral / active EE | $5,578 | $5,731-2.7% | $5,053+10.4% | $6,688-16.6% |
| Admin fee / account holder | $9,330 | $13,326-30.0% | $9,451-1.3% | $13,397-30.4% |