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 | $142,080 | $81,248+74.9% | $155,509-8.6% | $80,856+75.7% |
| Participation rate | 63.2% | 66.2%-3.1pp | 78.2%-15.0pp | 67.6%-4.5pp |
| Annual return | 9.25% | 33.31%-24.1pp | 64.67%-55.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,189 | $3,100-61.7% | $4,672-74.6% | $2,755-56.8% |
| Participant deferral / active EE | $4,632 | $3,452+34.2% | $5,626-17.7% | $4,296+7.8% |
| Admin fee / account holder | $12,769 | $7,997+59.7% | $15,912-19.8% | $6,918+84.6% |