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 | $67,960 | $82,882-18.0% | $127,761-46.8% | $72,985-6.9% |
| Participation rate | 66.7% | 71.5%-4.8pp | 79.0%-12.3pp | 69.5%-2.8pp |
| Annual return | 16.96% | 32.20%-15.2pp | 26.14%-9.2pp | 81.00%-64.0pp |
| Employer contribution / active EE | $801 | $3,346-76.1% | $4,574-82.5% | $2,440-67.2% |
| Participant deferral / active EE | $3,626 | $4,791-24.3% | $6,021-39.8% | $3,607+0.5% |
| Admin fee / account holder | $2,207 | $6,487-66.0% | $9,395-76.5% | $5,124-56.9% |