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 | $61,868 | $57,828+7.0% | $117,039-47.1% | $70,131-11.8% |
| Participation rate | 58.3% | 67.1%-8.8pp | 77.2%-18.9pp | 69.5%-11.2pp |
| Annual return | 7.81% | 17.55%-9.7pp | 18.95%-11.1pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,331 | $1,816-26.7% | $3,785-64.8% | $2,342-43.2% |
| Participant deferral / active EE | $1,497 | $2,438-38.6% | $3,929-61.9% | $3,332-55.1% |
| Admin fee / account holder | $641 | $3,548-81.9% | $5,974-89.3% | $4,645-86.2% |