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 | $76,329 | $53,777+41.9% | $134,143-43.1% | $79,858-4.4% |
| Participation rate | 46.7% | 58.8%-12.1pp | 72.2%-25.5pp | 69.6%-23.0pp |
| Annual return | 3.43% | 19.01%-15.6pp | 36.33%-32.9pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,580 | $1,321+19.5% | $3,704-57.4% | $2,471-36.1% |
| Participant deferral / active EE | $2,320 | $2,420-4.1% | $3,499-33.7% | $3,740-38.0% |
| Admin fee / account holder | $5,267 | $3,984+32.2% | $6,684-21.2% | $5,306-0.7% |