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 | $82,716 | $95,453-13.3% | $112,040-26.2% | $82,448+0.3% |
| Participation rate | 53.0% | 72.8%-19.7pp | 76.5%-23.5pp | 68.1%-15.0pp |
| Annual return | 10.34% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,079 | $2,318-53.4% | $2,954-63.5% | $2,551-57.7% |
| Participant deferral / active EE | $2,944 | $4,224-30.3% | $5,098-42.2% | $4,139-28.9% |
| Admin fee / account holder | $12,553 | $9,013+39.3% | $12,098+3.8% | $7,234+73.5% |