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 | $65,027 | $88,672-26.7% | $105,223-38.2% | $82,448-21.1% |
| Participation rate | 69.4% | 67.9%+1.5pp | 75.0%-5.6pp | 68.1%+1.3pp |
| Annual return | 11.83% | 30.86%-19.0pp | 180.65%-168.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,007 | $3,048-34.2% | $3,689-45.6% | $2,551-21.3% |
| Participant deferral / active EE | $3,844 | $4,036-4.8% | $5,072-24.2% | $4,139-7.1% |
| Admin fee / account holder | $12,800 | $7,146+79.1% | $8,859+44.5% | $7,234+76.9% |