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 | $112,620 | $95,803+17.6% | $113,168-0.5% | $84,808+32.8% |
| Participation rate | 63.3% | 72.9%-9.6pp | 76.6%-13.3pp | 68.3%-5.0pp |
| Annual return | 10.38% | 25.00%-14.6pp | 24.27%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,075 | $2,360-54.5% | $2,975-63.9% | $2,631-59.2% |
| Participant deferral / active EE | $4,549 | $4,242+7.2% | $5,107-10.9% | $4,212+8.0% |
| Admin fee / account holder | $1,914 | $8,989-78.7% | $12,068-84.1% | $7,344-73.9% |