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 | $101,146 | $58,512+72.9% | $84,015+20.4% | $72,985+38.6% |
| Participation rate | 44.7% | 61.2%-16.5pp | 69.0%-24.3pp | 69.5%-24.8pp |
| Annual return | 3.10% | 28.93%-25.8pp | 71.31%-68.2pp | 81.00%-77.9pp |
| Employer contribution / active EE | $835 | $1,163-28.2% | $1,983-57.9% | $2,440-65.8% |
| Participant deferral / active EE | $1,441 | $2,394-39.8% | $3,239-55.5% | $3,607-60.0% |
| Admin fee / account holder | $5,103 | $4,569+11.7% | $6,101-16.4% | $5,124-0.4% |