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 | $59,929 | $71,050-15.7% | $93,606-36.0% | $80,856-25.9% |
| Participation rate | 64.7% | 60.4%+4.3pp | 68.7%-4.0pp | 67.6%-2.9pp |
| Annual return | 8.77% | 11.26%-2.5pp | 133.20%-124.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,637 | $1,564+4.7% | $2,420-32.3% | $2,755-40.6% |
| Participant deferral / active EE | $3,703 | $4,034-8.2% | $4,411-16.1% | $4,296-13.8% |
| Admin fee / account holder | $3,937 | $6,945-43.3% | $8,285-52.5% | $6,918-43.1% |