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 | $104,590 | $87,037+20.2% | $106,201-1.5% | $80,874+29.3% |
| Participation rate | 62.5% | 70.4%-7.9pp | 75.3%-12.8pp | 67.6%-5.1pp |
| Annual return | 8.65% | 17.05%-8.4pp | 116.26%-107.6pp | 35.62%-27.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,532 | $3,986-11.4% | $5,012-29.5% | $4,297-17.8% |
| Admin fee / account holder | $3,597 | $8,434-57.4% | $11,039-67.4% | $6,935-48.1% |