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 5-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 | $62,807 | $93,571-32.9% | $135,903-53.8% | $75,163-16.4% |
| Participation rate | 68.2% | 75.2%-7.0pp | 81.9%-13.7pp | 67.2%+1.0pp |
| Annual return | 14.30% | 30.90%-16.6pp | 68.23%-53.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,686 | $3,537-52.3% | $4,856-65.3% | $2,670-36.9% |
| Participant deferral / active EE | $6,480 | $6,404+1.2% | $7,758-16.5% | $4,125+57.1% |
| Admin fee / account holder | $6,732 | $6,975-3.5% | $10,762-37.4% | $5,651+19.1% |