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 | $54,651 | $58,851-7.1% | $115,157-52.5% | $72,985-25.1% |
| Participation rate | 64.0% | 65.5%-1.5pp | 75.9%-11.9pp | 69.5%-5.5pp |
| Annual return | 5.99% | 23.16%-17.2pp | 35.60%-29.6pp | 81.00%-75.0pp |
| Employer contribution / active EE | $1,820 | $1,798+1.3% | $3,179-42.7% | $2,440-25.4% |
| Participant deferral / active EE | $2,709 | $2,643+2.5% | $4,168-35.0% | $3,607-24.9% |
| Admin fee / account holder | $811 | $6,370-87.3% | $7,088-88.6% | $5,124-84.2% |