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 8-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 | $48,443 | $89,753-46.0% | $107,525-54.9% | $84,808-42.9% |
| Participation rate | 55.1% | 68.1%-13.0pp | 75.1%-20.0pp | 68.3%-13.2pp |
| Annual return | 12.58% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,780 | $3,113-42.8% | $3,754-52.6% | $2,631-32.4% |
| Participant deferral / active EE | $4,462 | $4,056+10.0% | $5,116-12.8% | $4,212+6.0% |
| Admin fee / account holder | $5,406 | $7,222-25.2% | $8,919-39.4% | $7,344-26.4% |