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 | $65,117 | $79,944-18.5% | $98,439-33.9% | $75,163-13.4% |
| Participation rate | 53.1% | 70.4%-17.2pp | 75.2%-22.0pp | 67.2%-14.1pp |
| Annual return | 9.37% | 19.75%-10.4pp | 21.16%-11.8pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,623 | $2,264-28.3% | $3,048-46.7% | $2,670-39.2% |
| Participant deferral / active EE | $2,408 | $3,752-35.8% | $4,738-49.2% | $4,125-41.6% |
| Admin fee / account holder | $15,093 | $6,840+120.7% | $8,948+68.7% | $5,651+167.1% |