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 | $61,348 | $84,233-27.2% | $170,442-64.0% | $70,131-12.5% |
| Participation rate | 12.0% | 70.8%-58.8pp | 83.6%-71.6pp | 69.5%-57.5pp |
| Annual return | 9.47% | 23.06%-13.6pp | 205.93%-196.5pp | 73.14%-63.7pp |
| Employer contribution / active EE | $751 | $3,387-77.8% | $5,433-86.2% | $2,342-67.9% |
| Participant deferral / active EE | $1,767 | $3,086-42.7% | $4,939-64.2% | $3,332-47.0% |
| Admin fee / account holder | $15,557 | $5,698+173.0% | $13,880+12.1% | $4,645+234.9% |