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 | $67,362 | $56,317+19.6% | $71,209-5.4% | $74,304-9.3% |
| Participation rate | 41.2% | 55.1%-13.9pp | 73.8%-32.5pp | 60.3%-19.1pp |
| Annual return | 11.26% | 42.83%-31.6pp | 282.51%-271.2pp | 29.43%-18.2pp |
| Employer contribution / active EE | $301 | $2,160-86.1% | $2,721-88.9% | $2,241-86.6% |
| Participant deferral / active EE | $2,123 | $2,788-23.9% | $4,175-49.2% | $3,767-43.7% |
| Admin fee / account holder | $9,316 | $2,290+306.9% | $5,349+74.2% | $2,969+213.8% |