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 | $27,679 | $80,717-65.7% | $154,803-82.1% | $84,808-67.4% |
| Participation rate | 49.4% | 66.8%-17.4pp | 78.1%-28.7pp | 68.3%-18.9pp |
| Annual return | 12.21% | 37.96%-25.7pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $623 | $2,761-77.5% | $4,305-85.5% | $2,631-76.3% |
| Participant deferral / active EE | $873 | $3,303-73.6% | $5,540-84.2% | $4,212-79.3% |
| Admin fee / account holder | $3,873 | $6,746-42.6% | $14,329-73.0% | $7,344-47.3% |