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 | $86,907 | $72,492+19.9% | $87,100-0.2% | $72,985+19.1% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 8.35% | 24.46%-16.1pp | 28.19%-19.8pp | 81.00%-72.7pp |
| Employer contribution / active EE | $914 | $1,894-51.8% | $2,521-63.8% | $2,440-62.5% |
| Participant deferral / active EE | $3,527 | $3,270+7.9% | $4,049-12.9% | $3,607-2.2% |
| Admin fee / account holder | $8,969 | $5,055+77.4% | $7,497+19.6% | $5,124+75.0% |