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 | $66,070 | $46,553+41.9% | $64,056+3.1% | $75,163-12.1% |
| Participation rate | 30.3% | 65.9%-35.6pp | 72.3%-42.0pp | 67.2%-36.9pp |
| Annual return | 8.44% | 26.03%-17.6pp | 33.69%-25.2pp | 160.62%-152.2pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,066 | $2,837-62.4% | $3,880-72.5% | $4,125-74.2% |
| Admin fee / account holder | $1,624 | $2,952-45.0% | $3,068-47.1% | $5,651-71.3% |