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 | $76,723 | $71,883+6.7% | $86,677-11.5% | $68,494+12.0% |
| Participation rate | 63.3% | 72.2%-8.9pp | 76.6%-13.3pp | 67.9%-4.6pp |
| Annual return | -22.48% | 3.52%-26.0pp | 35.91%-58.4pp | -7.84%-14.6pp |
| Employer contribution / active EE | $759 | $2,173-65.1% | $2,836-73.3% | $2,596-70.8% |
| Participant deferral / active EE | $3,308 | $3,779-12.5% | $4,656-29.0% | $4,027-17.9% |
| Admin fee / account holder | $2,132 | $6,112-65.1% | $7,493-71.5% | $5,403-60.5% |