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 | $74,927 | $86,929-13.8% | $102,423-26.8% | $80,856-7.3% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.8pp | 67.6%0pp |
| Annual return | 5.89% | 18.88%-13.0pp | 29.32%-23.4pp | 35.59%-29.7pp |
| Employer contribution / active EE | $1,736 | $2,369-26.7% | $3,023-42.6% | $2,755-37.0% |
| Participant deferral / active EE | $3,826 | $4,118-7.1% | $5,053-24.3% | $4,296-10.9% |
| Admin fee / account holder | $3,869 | $8,049-51.9% | $9,451-59.1% | $6,918-44.1% |