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 | $71,210 | $74,927-5.0% | $101,794-30.0% | $84,808-16.0% |
| Participation rate | 42.1% | 61.4%-19.3pp | 69.2%-27.1pp | 68.3%-26.2pp |
| Annual return | 10.18% | 18.70%-8.5pp | 30.53%-20.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $556 | $1,522-63.5% | $2,289-75.7% | $2,631-78.9% |
| Participant deferral / active EE | $3,198 | $3,099+3.2% | $4,084-21.7% | $4,212-24.1% |
| Admin fee / account holder | $4,538 | $6,514-30.3% | $8,777-48.3% | $7,344-38.2% |