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 | $34,102 | $61,272-44.3% | $149,673-77.2% | $71,457-52.3% |
| Participation rate | 67.6% | 62.5%+5.1pp | 78.8%-11.2pp | 67.9%-0.4pp |
| Annual return | 12.11% | 35.85%-23.7pp | 134.42%-122.3pp | 28.85%-16.7pp |
| Employer contribution / active EE | $630 | $2,378-73.5% | $4,818-86.9% | $2,588-75.7% |
| Participant deferral / active EE | $1,754 | $2,917-39.9% | $5,680-69.1% | $4,289-59.1% |
| Admin fee / account holder | $6,744 | $1,261+434.7% | $13,210-48.9% | $1,587+324.9% |