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 | $35,005 | $106,584-67.2% | $101,326-65.5% | $142,382-75.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 2.58% | 36.93%-34.3pp | 36.82%-34.2pp | 217.08%-214.5pp |
| Employer contribution / active EE | $4,456 | $3,956+12.6% | $3,665+21.6% | $4,299+3.6% |
| Participant deferral / active EE | $4,456 | $8,297-46.3% | $7,994-44.3% | $6,507-31.5% |
| Admin fee / account holder | $78,811 | $11,446+588.5% | $11,185+604.6% | $12,624+524.3% |