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 | $87,011 | $148,978-41.6% | $200,582-56.6% | $84,808+2.6% |
| Participation rate | 64.9% | 84.2%-19.4pp | 86.9%-22.0pp | 68.3%-3.4pp |
| Annual return | 10.88% | 28.16%-17.3pp | 42.33%-31.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $6,493 | $4,815+34.8% | $6,419+1.2% | $2,631+146.8% |
| Participant deferral / active EE | $6,989 | $7,142-2.1% | $9,331-25.1% | $4,212+65.9% |
| Admin fee / account holder | $13,387 | $13,977-4.2% | $16,305-17.9% | $7,344+82.3% |