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 | $31,231 | $53,777-41.9% | $134,143-76.7% | $79,858-60.9% |
| Participation rate | 61.4% | 58.8%+2.6pp | 72.2%-10.8pp | 69.6%-8.3pp |
| Annual return | 9.07% | 19.01%-9.9pp | 36.33%-27.3pp | 31.71%-22.6pp |
| Employer contribution / active EE | $758 | $1,321-42.6% | $3,704-79.5% | $2,471-69.3% |
| Participant deferral / active EE | $981 | $2,420-59.5% | $3,499-72.0% | $3,740-73.8% |
| Admin fee / account holder | $6,889 | $3,984+72.9% | $6,684+3.1% | $5,306+29.8% |