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 | $72,655 | $154,117-52.9% | $129,995-44.1% | $139,434-47.9% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.5%-9.3pp | 80.3%-11.1pp |
| Annual return | 3.59% | 32.48%-28.9pp | -137.18%+140.8pp | 372.94%-369.4pp |
| Employer contribution / active EE | $8,763 | $5,289+65.7% | $4,320+102.9% | $4,751+84.4% |
| Participant deferral / active EE | $5,671 | $6,710-15.5% | $5,820-2.6% | $6,710-15.5% |
| Admin fee / account holder | $1,685 | $14,007-88.0% | $10,614-84.1% | $11,403-85.2% |