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 | $87,566 | $65,365+34.0% | $92,893-5.7% | $72,985+20.0% |
| Participation rate | 59.5% | 68.3%-8.9pp | 76.0%-16.5pp | 69.5%-10.0pp |
| Annual return | 13.44% | 42.10%-28.7pp | 109.41%-96.0pp | 81.00%-67.6pp |
| Employer contribution / active EE | $1,011 | $2,594-61.0% | $3,653-72.3% | $2,440-58.6% |
| Participant deferral / active EE | $2,118 | $3,128-32.3% | $4,236-50.0% | $3,607-41.3% |
| Admin fee / account holder | $3,745 | $4,251-11.9% | $5,794-35.4% | $5,124-26.9% |