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 | $67,965 | $95,803-29.1% | $113,168-39.9% | $84,808-19.9% |
| Participation rate | 56.7% | 72.9%-16.2pp | 76.6%-19.9pp | 68.3%-11.6pp |
| Annual return | 9.28% | 25.00%-15.7pp | 24.27%-15.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,511 | $2,360-36.0% | $2,975-49.2% | $2,631-42.6% |
| Participant deferral / active EE | $3,698 | $4,242-12.8% | $5,107-27.6% | $4,212-12.2% |
| Admin fee / account holder | $1,227 | $8,989-86.4% | $12,068-89.8% | $7,344-83.3% |