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 | $49,882 | $98,750-49.5% | $149,696-66.7% | $79,858-37.5% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.5%-12.8pp | 69.6%+0.1pp |
| Annual return | 10.75% | 27.43%-16.7pp | 276.60%-265.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $632 | $3,216-80.3% | $4,644-86.4% | $2,471-74.4% |
| Participant deferral / active EE | $2,544 | $5,680-55.2% | $6,842-62.8% | $3,740-32.0% |
| Admin fee / account holder | $4,653 | $6,053-23.1% | $9,309-50.0% | $5,306-12.3% |