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 7-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 | $76,369 | $58,512+30.5% | $84,015-9.1% | $72,985+4.6% |
| Participation rate | 56.0% | 61.2%-5.2pp | 69.0%-13.0pp | 69.5%-13.5pp |
| Annual return | 10.87% | 28.93%-18.1pp | 71.31%-60.4pp | 81.00%-70.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,660 | $2,394-30.6% | $3,239-48.7% | $3,607-54.0% |
| Admin fee / account holder | $802 | $4,569-82.5% | $6,101-86.9% | $5,124-84.4% |