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 | $147,466 | $109,413+34.8% | $156,263-5.6% | $84,808+73.9% |
| Participation rate | 44.4% | 72.7%-28.2pp | 78.9%-34.5pp | 68.3%-23.9pp |
| Annual return | 11.56% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $884 | $2,907-69.6% | $4,333-79.6% | $2,631-66.4% |
| Participant deferral / active EE | $3,337 | $4,590-27.3% | $6,158-45.8% | $4,212-20.8% |
| Admin fee / account holder | $7,895 | $9,357-15.6% | $14,255-44.6% | $7,344+7.5% |