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 | $72,551 | $81,248-10.7% | $155,509-53.3% | $80,856-10.3% |
| Participation rate | 65.8% | 66.2%-0.4pp | 78.2%-12.4pp | 67.6%-1.8pp |
| Annual return | 10.56% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $543 | $3,100-82.5% | $4,672-88.4% | $2,755-80.3% |
| Participant deferral / active EE | $4,275 | $3,452+23.9% | $5,626-24.0% | $4,296-0.5% |
| Admin fee / account holder | $1,427 | $7,997-82.2% | $15,912-91.0% | $6,918-79.4% |