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 | $77,423 | $37,426+106.9% | $77,482-0.1% | $79,858-3.0% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.6%-19.6pp |
| Annual return | 9.74% | 39.70%-30.0pp | 54.79%-45.0pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,159 | $637+82.0% | $986+17.5% | $2,471-53.1% |
| Participant deferral / active EE | $2,145 | $1,260+70.2% | $1,861+15.2% | $3,740-42.7% |
| Admin fee / account holder | $18,993 | $2,504+658.5% | $2,858+564.6% | $5,306+257.9% |