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 | $85,186 | $78,926+7.9% | $136,749-37.7% | $84,808+0.4% |
| Participation rate | 34.6% | 62.2%-27.6pp | 72.1%-37.5pp | 68.3%-33.7pp |
| Annual return | 11.07% | 18.17%-7.1pp | 24.33%-13.3pp | 40.90%-29.8pp |
| Employer contribution / active EE | $814 | $2,134-61.8% | $3,400-76.0% | $2,631-69.1% |
| Participant deferral / active EE | $1,208 | $3,168-61.9% | $4,692-74.3% | $4,212-71.3% |
| Admin fee / account holder | $7,964 | $6,369+25.0% | $11,386-30.1% | $7,344+8.4% |