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 | $67,073 | $106,749-37.2% | $145,433-53.9% | $82,448-18.6% |
| Participation rate | 48.3% | 75.6%-27.4pp | 82.1%-33.8pp | 68.1%-19.8pp |
| Annual return | 13.43% | 27.59%-14.2pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,132 | $3,444-67.1% | $4,554-75.2% | $2,551-55.6% |
| Participant deferral / active EE | $2,936 | $6,519-55.0% | $7,897-62.8% | $4,139-29.1% |
| Admin fee / account holder | $22,096 | $8,390+163.4% | $13,129+68.3% | $7,234+205.4% |