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 | $72,853 | $72,492+0.5% | $87,100-16.4% | $72,985-0.2% |
| Participation rate | 57.4% | 72.8%-15.4pp | 76.9%-19.5pp | 69.5%-12.1pp |
| Annual return | 7.38% | 24.46%-17.1pp | 28.19%-20.8pp | 81.00%-73.6pp |
| Employer contribution / active EE | $997 | $1,894-47.4% | $2,521-60.5% | $2,440-59.1% |
| Participant deferral / active EE | $1,983 | $3,270-39.3% | $4,049-51.0% | $3,607-45.0% |
| Admin fee / account holder | $13,281 | $5,055+162.7% | $7,497+77.2% | $5,124+159.2% |