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 | $142,019 | $210,648-32.6% | $177,989-20.2% | $145,922-2.7% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 6.69% | 385.86%-379.2pp | 294.48%-287.8pp | 561.29%-554.6pp |
| Employer contribution / active EE | $2,370 | $4,565-48.1% | $3,949-40.0% | $4,660-49.1% |
| Participant deferral / active EE | $5,116 | $6,958-26.5% | $6,276-18.5% | $6,688-23.5% |
| Admin fee / account holder | $2,265 | $12,013-81.1% | $10,363-78.1% | $13,397-83.1% |