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 | $79,896 | $57,354+39.3% | $83,848-4.7% | $64,186+24.5% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -9.87% | 11.38%-21.3pp | 850.88%-860.8pp | 7.63%-17.5pp |
| Employer contribution / active EE | $809 | $2,545-68.2% | $3,631-77.7% | $2,381-66.0% |
| Participant deferral / active EE | $4,144 | $2,993+38.5% | $4,082+1.5% | $3,470+19.4% |
| Admin fee / account holder | $7,281 | $4,046+80.0% | $5,478+32.9% | $4,888+49.0% |