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 | $97,292 | $71,050+36.9% | $93,606+3.9% | $80,856+20.3% |
| Participation rate | 42.0% | 60.4%-18.4pp | 68.7%-26.7pp | 67.6%-25.6pp |
| Annual return | 8.09% | 11.26%-3.2pp | 133.20%-125.1pp | 35.59%-27.5pp |
| Employer contribution / active EE | $639 | $1,564-59.1% | $2,420-73.6% | $2,755-76.8% |
| Participant deferral / active EE | $3,271 | $4,034-18.9% | $4,411-25.9% | $4,296-23.9% |
| Admin fee / account holder | $24,952 | $6,945+259.3% | $8,285+201.2% | $6,918+260.7% |