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 | $64,713 | $56,317+14.9% | $71,209-9.1% | $74,304-12.9% |
| Participation rate | 37.2% | 55.1%-17.9pp | 73.8%-36.5pp | 60.3%-23.1pp |
| Annual return | 9.15% | 42.83%-33.7pp | 282.51%-273.4pp | 29.43%-20.3pp |
| Employer contribution / active EE | $448 | $2,160-79.2% | $2,721-83.5% | $2,241-80.0% |
| Participant deferral / active EE | $2,466 | $2,788-11.5% | $4,175-40.9% | $3,767-34.5% |
| Admin fee / account holder | $19,720 | $2,290+761.3% | $5,349+268.7% | $2,969+564.2% |