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 | $65,139 | $85,202-23.5% | $172,739-62.3% | $72,985-10.7% |
| Participation rate | 20.7% | 70.1%-49.4pp | 82.6%-62.0pp | 69.5%-48.8pp |
| Annual return | 14.25% | 27.32%-13.1pp | 802.84%-788.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $558 | $3,324-83.2% | $5,143-89.1% | $2,440-77.1% |
| Participant deferral / active EE | $1,002 | $3,260-69.3% | $5,198-80.7% | $3,607-72.2% |
| Admin fee / account holder | $22,446 | $5,884+281.5% | $13,954+60.9% | $5,124+338.0% |