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 | $67,432 | $95,416-29.3% | $185,823-63.7% | $85,850-21.5% |
| Participation rate | 51.1% | 68.8%-17.7pp | 81.7%-30.6pp | 69.3%-18.2pp |
| Annual return | 11.45% | 23.59%-12.1pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $523 | $3,314-84.2% | $5,167-89.9% | $2,565-79.6% |
| Participant deferral / active EE | $2,905 | $3,423-15.2% | $5,568-47.8% | $3,952-26.5% |
| Admin fee / account holder | $7,267 | $7,213+0.7% | $16,237-55.2% | $6,260+16.1% |