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 | $111,593 | $95,803+16.5% | $113,168-1.4% | $84,808+31.6% |
| Participation rate | 47.6% | 72.9%-25.2pp | 76.6%-28.9pp | 68.3%-20.7pp |
| Annual return | 10.85% | 25.00%-14.2pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,163 | $2,360-50.7% | $2,975-60.9% | $2,631-55.8% |
| Participant deferral / active EE | $2,668 | $4,242-37.1% | $5,107-47.8% | $4,212-36.7% |
| Admin fee / account holder | $1,154 | $8,989-87.2% | $12,068-90.4% | $7,344-84.3% |