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 | $31,198 | $74,888-58.3% | $71,209-56.2% | $142,382-78.1% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 10.85% | 345.14%-334.3pp | 282.51%-271.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $832 | $2,854-70.9% | $2,721-69.4% | $4,299-80.6% |
| Participant deferral / active EE | $1,355 | $4,454-69.6% | $4,175-67.5% | $6,507-79.2% |
| Admin fee / account holder | $3,074 | $5,568-44.8% | $5,349-42.5% | $12,624-75.6% |