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 | $118,989 | $85,022+40.0% | $70,515+68.7% | $139,434-14.7% |
| Participation rate | 26.3% | 73.9%-47.6pp | 68.3%-42.0pp | 80.3%-54.0pp |
| Annual return | 9.12% | 30.38%-21.3pp | 32.77%-23.7pp | 372.94%-363.8pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,176 | $5,890-63.1% | $4,567-52.4% | $6,710-67.6% |
| Admin fee / account holder | $51,360 | $8,906+476.7% | $6,412+701.0% | $11,403+350.4% |