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 | $129,676 | $80,717+60.7% | $154,803-16.2% | $84,808+52.9% |
| Participation rate | 62.8% | 66.8%-4.0pp | 78.1%-15.3pp | 68.3%-5.5pp |
| Annual return | 7.87% | 37.96%-30.1pp | 58.88%-51.0pp | 40.90%-33.0pp |
| Employer contribution / active EE | $818 | $2,761-70.4% | $4,305-81.0% | $2,631-68.9% |
| Participant deferral / active EE | $5,757 | $3,303+74.3% | $5,540+3.9% | $4,212+36.7% |
| Admin fee / account holder | $51,850 | $6,746+668.6% | $14,329+261.8% | $7,344+606.0% |