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 | $89,318 | $72,277+23.6% | $101,248-11.8% | $79,858+11.8% |
| Participation rate | 42.4% | 68.5%-26.0pp | 75.8%-33.4pp | 69.6%-27.2pp |
| Annual return | -4.02% | 22.30%-26.3pp | 46.47%-50.5pp | 31.71%-35.7pp |
| Employer contribution / active EE | $977 | $2,692-63.7% | $3,660-73.3% | $2,471-60.5% |
| Participant deferral / active EE | $2,219 | $3,282-32.4% | $4,370-49.2% | $3,740-40.7% |
| Admin fee / account holder | $401 | $4,400-90.9% | $5,945-93.3% | $5,306-92.4% |