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 | $78,589 | $74,706+5.2% | $75,696+3.8% | $79,386-1.0% |
| Participation rate | 60.0% | 75.3%-15.3pp | 74.8%-14.8pp | 70.7%-10.7pp |
| Annual return | 8.66% | 18.52%-9.9pp | 104.53%-95.9pp | 116.85%-108.2pp |
| Employer contribution / active EE | $1,324 | $2,590-48.9% | $2,743-51.7% | $2,427-45.5% |
| Participant deferral / active EE | $2,224 | $3,533-37.0% | $3,821-41.8% | $4,046-45.0% |
| Admin fee / account holder | $8,801 | $374+2250.1% | $3,619+143.2% | $626+1304.9% |