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 | $72,218 | $62,672+15.2% | $185,117-61.0% | $70,131+3.0% |
| Participation rate | 53.6% | 63.8%-10.2pp | 77.3%-23.7pp | 69.5%-16.0pp |
| Annual return | 8.04% | 40.79%-32.7pp | 40.50%-32.5pp | 73.14%-65.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,780 | $3,272-15.0% | $5,045-44.9% | $3,332-16.6% |
| Admin fee / account holder | $1,292 | $3,932-67.1% | $8,159-84.2% | $4,645-72.2% |