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 | $67,041 | $78,672-14.8% | $109,143-38.6% | $85,850-21.9% |
| Participation rate | 67.7% | 68.3%-0.5pp | 75.9%-8.1pp | 69.3%-1.6pp |
| Annual return | 9.78% | 25.09%-15.3pp | 25.75%-16.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $1,601 | $2,735-41.4% | $3,722-57.0% | $2,565-37.6% |
| Participant deferral / active EE | $5,100 | $3,467+47.1% | $4,653+9.6% | $3,952+29.1% |
| Admin fee / account holder | $11,597 | $5,469+112.0% | $6,752+71.8% | $6,260+85.3% |