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 | $57,242 | $80,717-29.1% | $154,803-63.0% | $84,808-32.5% |
| Participation rate | 67.4% | 66.8%+0.6pp | 78.1%-10.6pp | 68.3%-0.9pp |
| Annual return | 11.94% | 37.96%-26.0pp | 58.88%-46.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,633 | $2,761-4.6% | $4,305-38.8% | $2,631+0.1% |
| Participant deferral / active EE | $2,840 | $3,303-14.0% | $5,540-48.7% | $4,212-32.6% |
| Admin fee / account holder | $392 | $6,746-94.2% | $14,329-97.3% | $7,344-94.7% |