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 | $102,919 | $51,175+101.1% | $70,515+46.0% | $75,163+36.9% |
| Participation rate | 65.6% | 60.9%+4.7pp | 68.3%-2.8pp | 67.2%-1.6pp |
| Annual return | 11.54% | 30.02%-18.5pp | 32.77%-21.2pp | 160.62%-149.1pp |
| Employer contribution / active EE | $897 | $1,826-50.9% | $2,973-69.8% | $2,670-66.4% |
| Participant deferral / active EE | $2,301 | $2,849-19.2% | $4,567-49.6% | $4,125-44.2% |
| Admin fee / account holder | $4,774 | $4,091+16.7% | $6,412-25.5% | $5,651-15.5% |