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 | $74,552 | $66,098+12.8% | $101,794-26.8% | $74,304+0.3% |
| Participation rate | 55.8% | 53.8%+2.1pp | 69.2%-13.4pp | 60.3%-4.5pp |
| Annual return | 12.18% | 19.59%-7.4pp | 30.53%-18.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $926 | $1,082-14.4% | $2,289-59.5% | $2,241-58.7% |
| Participant deferral / active EE | $2,677 | $2,781-3.8% | $4,084-34.5% | $3,767-29.0% |
| Admin fee / account holder | $11,769 | $4,146+183.9% | $8,777+34.1% | $2,969+296.4% |