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 | $37,171 | $80,717-53.9% | $154,803-76.0% | $84,808-56.2% |
| Participation rate | 58.9% | 66.8%-7.9pp | 78.1%-19.1pp | 68.3%-9.4pp |
| Annual return | 13.08% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $756 | $2,761-72.6% | $4,305-82.5% | $2,631-71.3% |
| Participant deferral / active EE | $3,017 | $3,303-8.7% | $5,540-45.5% | $4,212-28.4% |
| Admin fee / account holder | $5,157 | $6,746-23.5% | $14,329-64.0% | $7,344-29.8% |