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 6-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 | $32,762 | $80,717-59.4% | $154,803-78.8% | $84,808-61.4% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 11.57% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $547 | $2,761-80.2% | $4,305-87.3% | $2,631-79.2% |
| Participant deferral / active EE | $1,622 | $3,303-50.9% | $5,540-70.7% | $4,212-61.5% |
| Admin fee / account holder | $1,760 | $6,746-73.9% | $14,329-87.7% | $7,344-76.0% |