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 | $85,405 | $100,326-14.9% | $180,183-52.6% | $84,808+0.7% |
| Participation rate | 66.0% | 71.0%-5.0pp | 77.4%-11.5pp | 68.3%-2.4pp |
| Annual return | 11.39% | 17.86%-6.5pp | 27.86%-16.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,796 | $3,269-45.1% | $5,039-64.4% | $2,631-31.7% |
| Participant deferral / active EE | $4,916 | $5,066-3.0% | $6,822-27.9% | $4,212+16.7% |
| Admin fee / account holder | $13,951 | $9,674+44.2% | $19,975-30.2% | $7,344+90.0% |