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 3-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 | $110,379 | $86,929+27.0% | $102,423+7.8% | $80,856+36.5% |
| Participation rate | 29.4% | 72.4%-43.0pp | 76.5%-47.1pp | 67.6%-38.2pp |
| Annual return | 10.22% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,350 | $4,118-42.9% | $5,053-53.5% | $4,296-45.3% |
| Admin fee / account holder | $2,360 | $8,049-70.7% | $9,451-75.0% | $6,918-65.9% |