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 | $61,619 | $62,586-1.5% | $76,768-19.7% | $64,186-4.0% |
| Participation rate | 60.5% | 72.8%-12.3pp | 77.0%-16.5pp | 69.6%-9.1pp |
| Annual return | -8.89% | -1.95%-6.9pp | 2.43%-11.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,528 | $1,832-16.6% | $2,485-38.5% | $2,381-35.8% |
| Participant deferral / active EE | $3,000 | $3,145-4.6% | $3,852-22.1% | $3,470-13.5% |
| Admin fee / account holder | $4,369 | $4,667-6.4% | $6,675-34.5% | $4,888-10.6% |