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 | $65,207 | $183,963-64.6% | $162,163-59.8% | $152,861-57.3% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.4%-24.1pp |
| Annual return | 6.97% | 150.76%-143.8pp | 115.59%-108.6pp | 345.32%-338.4pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,080 | $8,034-61.7% | $7,298-57.8% | $5,850-47.3% |
| Admin fee / account holder | $1,072 | $13,121-91.8% | $10,843-90.1% | $11,596-90.8% |