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 | $120,086 | $127,386-5.7% | $115,037+4.4% | $125,391-4.2% |
| Participation rate | 31.3% | 84.2%-52.9pp | 81.4%-50.1pp | 83.2%-51.9pp |
| Annual return | -4.22% | 31.28%-35.5pp | 26.14%-30.4pp | 282.22%-286.4pp |
| Employer contribution / active EE | $972 | $5,166-81.2% | $4,608-78.9% | $4,866-80.0% |
| Participant deferral / active EE | $2,739 | $6,423-57.4% | $6,026-54.5% | $5,352-48.8% |
| Admin fee / account holder | $1,372 | $9,516-85.6% | $8,175-83.2% | $9,540-85.6% |