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 | $46,699 | $77,634-39.8% | $156,549-70.2% | $62,891-25.7% |
| Participation rate | 39.2% | 71.2%-32.0pp | 84.0%-44.8pp | 69.3%-30.1pp |
| Annual return | 3.51% | 50.32%-46.8pp | 32.23%-28.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,283 | $3,444-62.7% | $5,501-76.7% | $2,281-43.8% |
| Participant deferral / active EE | $1,834 | $3,045-39.8% | $4,871-62.3% | $3,203-42.7% |
| Admin fee / account holder | $4,397 | $5,561-20.9% | $13,027-66.2% | $4,296+2.4% |