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 | $56,020 | $109,413-48.8% | $156,263-64.2% | $84,808-33.9% |
| Participation rate | 69.2% | 72.7%-3.5pp | 78.9%-9.7pp | 68.3%+0.9pp |
| Annual return | 10.60% | 20.18%-9.6pp | 59.47%-48.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,458 | $2,907-49.9% | $4,333-66.4% | $2,631-44.6% |
| Participant deferral / active EE | $4,565 | $4,590-0.5% | $6,158-25.9% | $4,212+8.4% |
| Admin fee / account holder | $682 | $9,357-92.7% | $14,255-95.2% | $7,344-90.7% |