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 | $87,749 | $96,484-9.1% | $156,263-43.8% | $74,304+18.1% |
| Participation rate | 52.3% | 67.7%-15.4pp | 78.9%-26.7pp | 60.3%-8.1pp |
| Annual return | 11.39% | 17.73%-6.3pp | 59.47%-48.1pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,263 | $2,528-50.1% | $4,333-70.9% | $2,241-43.7% |
| Participant deferral / active EE | $2,102 | $4,286-51.0% | $6,158-65.9% | $3,767-44.2% |
| Admin fee / account holder | $22,219 | $3,728+496.1% | $14,255+55.9% | $2,969+648.4% |