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 | $138,013 | $63,764+116.4% | $81,930+68.5% | $79,858+72.8% |
| Participation rate | 67.9% | 67.5%+0.4pp | 72.0%-4.1pp | 69.6%-1.8pp |
| Annual return | 9.02% | 22.66%-13.6pp | 29.49%-20.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $948 | $1,795-47.2% | $4,310-78.0% | $2,471-61.6% |
| Participant deferral / active EE | $3,774 | $2,780+35.8% | $7,107-46.9% | $3,740+0.9% |
| Admin fee / account holder | $18,601 | $4,426+320.2% | $5,158+260.6% | $5,306+250.5% |