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 | $127,873 | $68,719+86.1% | $91,541+39.7% | $84,808+50.8% |
| Participation rate | 41.5% | 64.5%-23.0pp | 69.8%-28.3pp | 68.3%-26.8pp |
| Annual return | 12.61% | 19.12%-6.5pp | 20.50%-7.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,513 | $3,136-51.8% | $4,008-62.3% | $4,212-64.1% |
| Admin fee / account holder | $8,512 | $5,786+47.1% | $6,956+22.4% | $7,344+15.9% |