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 | $44,890 | $80,673-44.4% | $101,326-55.7% | $84,808-47.1% |
| Participation rate | 59.7% | 77.8%-18.1pp | 81.5%-21.8pp | 68.3%-8.6pp |
| Annual return | 10.64% | 38.95%-28.3pp | 36.82%-26.2pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,570 | $2,698-41.8% | $3,665-57.2% | $2,631-40.3% |
| Participant deferral / active EE | $3,230 | $6,840-52.8% | $7,994-59.6% | $4,212-23.3% |
| Admin fee / account holder | $1,118 | $12,784-91.3% | $11,185-90.0% | $7,344-84.8% |