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 | $104,859 | $94,625+10.8% | $116,228-9.8% | $84,808+23.6% |
| Participation rate | 55.8% | 70.4%-14.7pp | 74.6%-18.8pp | 68.3%-12.5pp |
| Annual return | 8.43% | 20.40%-12.0pp | 90.06%-81.6pp | 40.90%-32.5pp |
| Employer contribution / active EE | $943 | $2,347-59.8% | $2,994-68.5% | $2,631-64.2% |
| Participant deferral / active EE | $5,700 | $3,972+43.5% | $4,953+15.1% | $4,212+35.3% |
| Admin fee / account holder | $35,932 | $10,091+256.1% | $11,989+199.7% | $7,344+389.3% |