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 7-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 | $76,964 | $74,888+2.8% | $71,209+8.1% | $142,382-45.9% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.1%-52.8pp |
| Annual return | 11.94% | 345.14%-333.2pp | 282.51%-270.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $553 | $2,854-80.6% | $2,721-79.7% | $4,299-87.1% |
| Participant deferral / active EE | $849 | $4,454-80.9% | $4,175-79.7% | $6,507-87.0% |
| Admin fee / account holder | $1,440 | $5,568-74.1% | $5,349-73.1% | $12,624-88.6% |