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 | $47,866 | $177,572-73.0% | $154,803-69.1% | $142,382-66.4% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 11.13% | 65.07%-53.9pp | 58.88%-47.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,313 | $4,810-72.7% | $4,305-69.5% | $4,299-69.5% |
| Participant deferral / active EE | $2,049 | $6,272-67.3% | $5,540-63.0% | $6,507-68.5% |
| Admin fee / account holder | $2,145 | $16,786-87.2% | $14,329-85.0% | $12,624-83.0% |