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 | $110,265 | $99,341+11.0% | $84,750+30.1% | $273,961-59.8% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 0.52% | 22.93%-22.4pp | 22.78%-22.3pp | 41.45%-40.9pp |
| Employer contribution / active EE | $956 | $4,214-77.3% | $3,574-73.3% | $4,869-80.4% |
| Participant deferral / active EE | $5,961 | $4,269+39.6% | $3,712+60.6% | $5,287+12.7% |
| Admin fee / account holder | $27,082 | $6,644+307.6% | $5,332+407.9% | $10,132+167.3% |