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 | $115,674 | $106,749+8.4% | $145,433-20.5% | $82,448+40.3% |
| Participation rate | 52.0% | 75.6%-23.6pp | 82.1%-30.1pp | 68.1%-16.1pp |
| Annual return | 4.28% | 27.59%-23.3pp | 66.58%-62.3pp | 41.64%-37.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,607 | $6,519+1.4% | $7,897-16.3% | $4,139+59.6% |
| Admin fee / account holder | $5,443 | $8,390-35.1% | $13,129-58.5% | $7,234-24.8% |