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 | $98,322 | $76,552+28.4% | $123,892-20.6% | $62,891+56.3% |
| Participation rate | 62.9% | 73.0%-10.1pp | 81.4%-18.6pp | 69.3%-6.4pp |
| Annual return | 5.40% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,225 | $4,840+8.0% | $5,984-12.7% | $3,203+63.1% |
| Admin fee / account holder | $6,702 | $4,826+38.9% | $8,357-19.8% | $4,296+56.0% |