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 | $41,270 | $52,681-21.7% | $75,781-45.5% | $59,632-30.8% |
| Participation rate | 55.6% | 67.2%-11.7pp | 75.8%-20.3pp | 68.7%-13.1pp |
| Annual return | -4.31% | 2.95%-7.3pp | 9.68%-14.0pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $1,195 | $2,193-45.5% | $3,323-64.1% | $2,203-45.8% |
| Participant deferral / active EE | $1,992 | $2,591-23.1% | $3,651-45.4% | $3,192-37.6% |
| Admin fee / account holder | $983 | $3,610-72.8% | $5,299-81.4% | $4,297-77.1% |