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 9-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 | $59,023 | $59,839-1.4% | $81,983-28.0% | $79,858-26.1% |
| Participation rate | 56.4% | 61.6%-5.2pp | 69.2%-12.8pp | 69.6%-13.2pp |
| Annual return | 8.77% | 17.56%-8.8pp | 41.31%-32.5pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,113 | $1,713-35.1% | $2,498-55.5% | $2,471-55.0% |
| Participant deferral / active EE | $3,022 | $2,695+12.1% | $3,722-18.8% | $3,740-19.2% |
| Admin fee / account holder | $798 | $4,287-81.4% | $5,664-85.9% | $5,306-85.0% |