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 | $69,905 | $43,075+62.3% | $74,583-6.3% | $62,891+11.2% |
| Participation rate | 32.1% | 58.1%-25.9pp | 68.1%-36.0pp | 69.3%-37.2pp |
| Annual return | 4.09% | 17.50%-13.4pp | 20.47%-16.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $497 | $1,498-66.8% | $2,525-80.3% | $2,281-78.2% |
| Participant deferral / active EE | $1,168 | $2,389-51.1% | $3,458-66.2% | $3,203-63.5% |
| Admin fee / account holder | $1,201 | $2,840-57.7% | $4,138-71.0% | $4,296-72.0% |