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 | $39,095 | $85,202-54.1% | $172,739-77.4% | $72,985-46.4% |
| Participation rate | 51.8% | 70.1%-18.3pp | 82.6%-30.9pp | 69.5%-17.7pp |
| Annual return | 6.65% | 27.32%-20.7pp | 802.84%-796.2pp | 81.00%-74.3pp |
| Employer contribution / active EE | $1,271 | $3,324-61.8% | $5,143-75.3% | $2,440-47.9% |
| Participant deferral / active EE | $2,640 | $3,260-19.0% | $5,198-49.2% | $3,607-26.8% |
| Admin fee / account holder | $811 | $5,884-86.2% | $13,954-94.2% | $5,124-84.2% |