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 | $67,920 | $93,571-27.4% | $135,903-50.0% | $75,163-9.6% |
| Participation rate | 67.6% | 75.2%-7.5pp | 81.9%-14.3pp | 67.2%+0.5pp |
| Annual return | 11.52% | 30.90%-19.4pp | 68.23%-56.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,685 | $3,537-52.4% | $4,856-65.3% | $2,670-36.9% |
| Participant deferral / active EE | $3,870 | $6,404-39.6% | $7,758-50.1% | $4,125-6.2% |
| Admin fee / account holder | $2,449 | $6,975-64.9% | $10,762-77.2% | $5,651-56.7% |