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 | $79,757 | $67,894+17.5% | $89,340-10.7% | $82,448-3.3% |
| Participation rate | 52.5% | 64.0%-11.5pp | 69.6%-17.1pp | 68.1%-15.6pp |
| Annual return | 4.28% | 19.21%-14.9pp | 20.57%-16.3pp | 41.64%-37.4pp |
| Employer contribution / active EE | $1,594 | $1,828-12.8% | $2,231-28.5% | $2,551-37.5% |
| Participant deferral / active EE | $1,989 | $3,072-35.3% | $3,823-48.0% | $4,139-51.9% |
| Admin fee / account holder | $3,337 | $5,723-41.7% | $6,704-50.2% | $7,234-53.9% |