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 | $106,475 | $94,625+12.5% | $116,228-8.4% | $84,808+25.5% |
| Participation rate | 34.4% | 70.4%-36.1pp | 74.6%-40.2pp | 68.3%-33.9pp |
| Annual return | 11.21% | 20.40%-9.2pp | 90.06%-78.8pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,053 | $2,347-55.1% | $2,994-64.8% | $2,631-60.0% |
| Participant deferral / active EE | $2,190 | $3,972-44.9% | $4,953-55.8% | $4,212-48.0% |
| Admin fee / account holder | $29,361 | $10,091+191.0% | $11,989+144.9% | $7,344+299.8% |