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 | $67,524 | $101,724-33.6% | $164,813-59.0% | $80,856-16.5% |
| Participation rate | 44.4% | 71.8%-27.4pp | 78.6%-34.2pp | 67.6%-23.2pp |
| Annual return | 6.27% | 16.72%-10.4pp | 69.93%-63.7pp | 35.59%-29.3pp |
| Employer contribution / active EE | $1,098 | $2,953-62.8% | $4,341-74.7% | $2,755-60.1% |
| Participant deferral / active EE | $2,678 | $4,477-40.2% | $6,031-55.6% | $4,296-37.7% |
| Admin fee / account holder | $11,955 | $8,227+45.3% | $12,690-5.8% | $6,918+72.8% |