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 | $107,348 | $163,101-34.2% | $136,749-21.5% | $142,382-24.6% |
| Participation rate | 57.1% | 78.2%-21.1pp | 72.1%-15.0pp | 80.1%-23.0pp |
| Annual return | 5.34% | 27.54%-22.2pp | 24.33%-19.0pp | 217.08%-211.7pp |
| Employer contribution / active EE | $2,982 | $4,117-27.6% | $3,400-12.3% | $4,299-30.6% |
| Participant deferral / active EE | $5,697 | $5,585+2.0% | $4,692+21.4% | $6,507-12.5% |
| Admin fee / account holder | $109,087 | $14,318+661.9% | $11,386+858.1% | $12,624+764.1% |