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 | $14,928 | $91,190-83.6% | $178,490-91.6% | $79,858-81.3% |
| Participation rate | 45.5% | 69.2%-23.7pp | 81.9%-36.5pp | 69.6%-24.2pp |
| Annual return | 6.35% | 24.19%-17.8pp | 151.07%-144.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $1,013 | $3,256-68.9% | $5,011-79.8% | $2,471-59.0% |
| Participant deferral / active EE | $2,284 | $3,236-29.4% | $5,202-56.1% | $3,740-38.9% |
| Admin fee / account holder | $3,680 | $6,751-45.5% | $13,984-73.7% | $5,306-30.6% |