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 | $97,478 | $95,803+1.7% | $113,168-13.9% | $84,808+14.9% |
| Participation rate | 57.7% | 72.9%-15.2pp | 76.6%-18.9pp | 68.3%-10.6pp |
| Annual return | 9.94% | 25.00%-15.1pp | 24.27%-14.3pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,785 | $2,360-24.4% | $2,975-40.0% | $2,631-32.2% |
| Participant deferral / active EE | $4,419 | $4,242+4.2% | $5,107-13.5% | $4,212+4.9% |
| Admin fee / account holder | $11,605 | $8,989+29.1% | $12,068-3.8% | $7,344+58.0% |