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 | $59,602 | $54,762+8.8% | $90,281-34.0% | $72,985-18.3% |
| Participation rate | 45.2% | 65.1%-20.0pp | 73.3%-28.1pp | 69.5%-24.3pp |
| Annual return | 13.87% | 30.63%-16.8pp | 78.10%-64.2pp | 81.00%-67.1pp |
| Employer contribution / active EE | $940 | $2,092-55.1% | $2,854-67.1% | $2,440-61.5% |
| Participant deferral / active EE | $1,317 | $2,887-54.4% | $3,885-66.1% | $3,607-63.5% |
| Admin fee / account holder | $6,242 | $3,972+57.2% | $5,351+16.7% | $5,124+21.8% |