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 | $70,030 | $185,822-62.3% | $169,993-58.8% | $139,434-49.8% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 2.76% | 60.50%-57.7pp | 53.37%-50.6pp | 372.94%-370.2pp |
| Employer contribution / active EE | $3,311 | $7,590-56.4% | $6,785-51.2% | $4,751-30.3% |
| Participant deferral / active EE | $6,671 | $11,622-42.6% | $10,408-35.9% | $6,710-0.6% |
| Admin fee / account holder | $31,428 | $15,381+104.3% | $12,815+145.2% | $11,403+175.6% |