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 7-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 | $90,637 | $81,460+11.3% | $103,333-12.3% | $80,856+12.1% |
| Participation rate | 66.1% | 66.8%-0.7pp | 74.5%-8.4pp | 67.6%-1.5pp |
| Annual return | 10.27% | 25.55%-15.3pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $3,913 | $3,105+26.0% | $3,868+1.2% | $2,755+42.0% |
| Participant deferral / active EE | $7,934 | $3,869+105.1% | $5,057+56.9% | $4,296+84.7% |
| Admin fee / account holder | $5,983 | $6,566-8.9% | $8,355-28.4% | $6,918-13.5% |