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 | $74,315 | $59,101+25.7% | $77,163-3.7% | $75,163-1.1% |
| Participation rate | 68.9% | 63.9%+5.0pp | 69.6%-0.7pp | 67.2%+1.7pp |
| Annual return | 9.63% | 26.71%-17.1pp | 37.87%-28.2pp | 160.62%-151.0pp |
| Employer contribution / active EE | $3,481 | $1,995+74.5% | $2,535+37.3% | $2,670+30.4% |
| Participant deferral / active EE | $3,481 | $2,999+16.1% | $3,833-9.2% | $4,125-15.6% |
| Admin fee / account holder | $3,218 | $4,774-32.6% | $5,472-41.2% | $5,651-43.1% |