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 | $71,080 | $64,348+10.5% | $90,160-21.2% | $70,131+1.4% |
| Participation rate | 48.4% | 70.4%-22.1pp | 76.9%-28.5pp | 69.5%-21.2pp |
| Annual return | 13.54% | 28.13%-14.6pp | 34.88%-21.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $304 | $2,046-85.1% | $3,318-90.8% | $2,342-87.0% |
| Participant deferral / active EE | $3,040 | $4,389-30.7% | $5,288-42.5% | $3,332-8.8% |
| Admin fee / account holder | $27,597 | $3,944+599.8% | $5,943+364.4% | $4,645+494.1% |