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 | $74,681 | $65,561+13.9% | $91,541-18.4% | $74,304+0.5% |
| Participation rate | 53.7% | 56.6%-2.9pp | 69.8%-16.1pp | 60.3%-6.7pp |
| Annual return | 11.36% | 17.68%-6.3pp | 20.50%-9.1pp | 29.43%-18.1pp |
| Employer contribution / active EE | $2,226 | $1,717+29.6% | $2,505-11.1% | $2,241-0.7% |
| Participant deferral / active EE | $2,990 | $2,918+2.5% | $4,008-25.4% | $3,767-20.6% |
| Admin fee / account holder | $7,535 | $3,333+126.1% | $6,956+8.3% | $2,969+153.8% |