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 | $78,076 | $61,660+26.6% | $80,019-2.4% | $64,186+21.6% |
| Participation rate | 62.5% | 71.7%-9.2pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | -7.95% | -0.33%-7.6pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $785 | $1,810-56.6% | $2,468-68.2% | $2,381-67.0% |
| Participant deferral / active EE | $2,719 | $2,968-8.4% | $3,686-26.2% | $3,470-21.6% |
| Admin fee / account holder | $3,212 | $5,417-40.7% | $6,521-50.7% | $4,888-34.3% |