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 | $82,601 | $81,248+1.7% | $155,509-46.9% | $80,856+2.2% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 9.33% | 33.31%-24.0pp | 64.67%-55.3pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,518 | $3,100-18.8% | $4,672-46.1% | $2,755-8.6% |
| Participant deferral / active EE | $4,261 | $3,452+23.5% | $5,626-24.3% | $4,296-0.8% |
| Admin fee / account holder | $28,642 | $7,997+258.1% | $15,912+80.0% | $6,918+314.0% |