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 | $77,255 | $71,050+8.7% | $93,606-17.5% | $80,856-4.5% |
| Participation rate | 31.5% | 60.4%-28.9pp | 68.7%-37.2pp | 67.6%-36.2pp |
| Annual return | 8.40% | 11.26%-2.9pp | 133.20%-124.8pp | 35.59%-27.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,078 | $4,034-48.5% | $4,411-52.9% | $4,296-51.6% |
| Admin fee / account holder | $1,225 | $6,945-82.4% | $8,285-85.2% | $6,918-82.3% |