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 6-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 | $45,742 | $80,717-43.3% | $154,803-70.5% | $84,808-46.1% |
| Participation rate | 22.9% | 66.8%-44.0pp | 78.1%-55.2pp | 68.3%-45.5pp |
| Annual return | 2.92% | 37.96%-35.0pp | 58.88%-56.0pp | 40.90%-38.0pp |
| Employer contribution / active EE | $482 | $2,761-82.5% | $4,305-88.8% | $2,631-81.7% |
| Participant deferral / active EE | $2,184 | $3,303-33.9% | $5,540-60.6% | $4,212-48.1% |
| Admin fee / account holder | $5,162 | $6,746-23.5% | $14,329-64.0% | $7,344-29.7% |