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 | $77,798 | $95,803-18.8% | $113,168-31.3% | $84,808-8.3% |
| Participation rate | 66.0% | 72.9%-6.9pp | 76.6%-10.6pp | 68.3%-2.3pp |
| Annual return | 11.64% | 25.00%-13.4pp | 24.27%-12.6pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,773 | $2,360-24.9% | $2,975-40.4% | $2,631-32.6% |
| Participant deferral / active EE | $3,672 | $4,242-13.4% | $5,107-28.1% | $4,212-12.8% |
| Admin fee / account holder | $4,267 | $8,989-52.5% | $12,068-64.6% | $7,344-41.9% |