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 | $65,203 | $53,596+21.7% | $90,645-28.1% | $64,186+1.6% |
| Participation rate | 51.2% | 64.5%-13.3pp | 74.0%-22.8pp | 69.6%-18.3pp |
| Annual return | -9.66% | 4.41%-14.1pp | 1.88%-11.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $948 | $1,503-36.9% | $2,532-62.5% | $2,381-60.2% |
| Participant deferral / active EE | $1,741 | $2,459-29.2% | $3,425-49.1% | $3,470-49.8% |
| Admin fee / account holder | $1,112 | $3,868-71.3% | $4,994-77.7% | $4,888-77.3% |