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 | $49,845 | $59,097-15.7% | $82,389-39.5% | $74,304-32.9% |
| Participation rate | 45.1% | 52.8%-7.6pp | 69.5%-24.4pp | 60.3%-15.2pp |
| Annual return | 12.36% | 22.85%-10.5pp | 28.67%-16.3pp | 29.43%-17.1pp |
| Employer contribution / active EE | $434 | $1,601-72.9% | $2,517-82.8% | $2,241-80.6% |
| Participant deferral / active EE | $1,389 | $2,775-50.0% | $4,155-66.6% | $3,767-63.1% |
| Admin fee / account holder | $13,310 | $4,489+196.5% | $7,231+84.1% | $2,969+348.3% |