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 | $78,012 | $111,535-30.1% | $105,223-25.9% | $137,256-43.2% |
| Participation rate | 26.1% | 78.1%-52.0pp | 75.0%-49.0pp | 80.0%-53.9pp |
| Annual return | 7.04% | 237.85%-230.8pp | 180.65%-173.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $998 | $3,939-74.7% | $3,689-72.9% | $4,156-76.0% |
| Participant deferral / active EE | $2,504 | $5,500-54.5% | $5,072-50.6% | $6,407-60.9% |
| Admin fee / account holder | $487 | $9,721-95.0% | $8,859-94.5% | $12,270-96.0% |