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 | $46,236 | $115,770-60.1% | $101,248-54.3% | $158,922-70.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 4.38% | 56.14%-51.8pp | 46.47%-42.1pp | 302.83%-298.4pp |
| Employer contribution / active EE | $2,204 | $4,175-47.2% | $3,660-39.8% | $4,761-53.7% |
| Participant deferral / active EE | $2,923 | $4,957-41.0% | $4,370-33.1% | $5,982-51.1% |
| Admin fee / account holder | $16,830 | $7,245+132.3% | $5,945+183.1% | $11,246+49.7% |