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 | $88,373 | $99,985-11.6% | $146,665-39.7% | $85,850+2.9% |
| Participation rate | 45.7% | 73.1%-27.4pp | 80.1%-34.4pp | 69.3%-23.7pp |
| Annual return | 9.04% | 18.93%-9.9pp | 22.74%-13.7pp | 318.53%-309.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,070 | $4,006-48.3% | $5,506-62.4% | $3,952-47.6% |
| Admin fee / account holder | $1,940 | $7,702-74.8% | $10,280-81.1% | $6,260-69.0% |