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 | $56,297 | $48,750+15.5% | $88,946-36.7% | $74,304-24.2% |
| Participation rate | 37.3% | 44.5%-7.1pp | 68.8%-31.5pp | 60.3%-23.0pp |
| Annual return | 14.10% | 25.91%-11.8pp | 57.82%-43.7pp | 29.43%-15.3pp |
| Employer contribution / active EE | $952 | $1,255-24.2% | $2,555-62.8% | $2,241-57.5% |
| Participant deferral / active EE | $1,610 | $2,423-33.5% | $4,581-64.9% | $3,767-57.3% |
| Admin fee / account holder | $932 | $3,756-75.2% | $8,261-88.7% | $2,969-68.6% |