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 | $80,890 | $132,239-38.8% | $105,722-23.5% | $273,961-70.5% |
| Participation rate | 58.3% | 83.2%-24.9pp | 78.9%-20.6pp | 83.0%-24.7pp |
| Annual return | 0.59% | 10.07%-9.5pp | 12.25%-11.7pp | 41.45%-40.9pp |
| Employer contribution / active EE | $1,311 | $4,867-73.1% | $4,079-67.8% | $4,869-73.1% |
| Participant deferral / active EE | $2,523 | $6,233-59.5% | $5,326-52.6% | $5,287-52.3% |
| Admin fee / account holder | $2,833 | $12,032-76.5% | $8,308-65.9% | $10,132-72.0% |