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 | $84,911 | $49,915+70.1% | $154,803-45.1% | $74,304+14.3% |
| Participation rate | 59.7% | 54.0%+5.7pp | 78.1%-18.4pp | 60.3%-0.7pp |
| Annual return | 12.11% | 34.06%-21.9pp | 58.88%-46.8pp | 29.43%-17.3pp |
| Employer contribution / active EE | $934 | $1,611-42.0% | $4,305-78.3% | $2,241-58.3% |
| Participant deferral / active EE | $2,351 | $2,255+4.3% | $5,540-57.6% | $3,767-37.6% |
| Admin fee / account holder | $7,164 | $2,189+227.3% | $14,329-50.0% | $2,969+141.3% |