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 | $92,790 | $136,307-31.9% | $106,619-13.0% | $273,961-66.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 78.0%-18.0pp | 83.0%-23.0pp |
| Annual return | -4.10% | 11.05%-15.2pp | 9.42%-13.5pp | 41.45%-45.6pp |
| Employer contribution / active EE | $918 | $5,190-82.3% | $3,947-76.7% | $4,869-81.1% |
| Participant deferral / active EE | $2,215 | $4,969-55.4% | $3,930-43.6% | $5,287-58.1% |
| Admin fee / account holder | $6,374 | $8,625-26.1% | $6,418-0.7% | $10,132-37.1% |