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 | $51,631 | $98,750-47.7% | $149,696-65.5% | $79,858-35.3% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.6pp | 69.6%-1.8pp |
| Annual return | 10.00% | 27.43%-17.4pp | 276.60%-266.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,004 | $3,216-37.7% | $4,644-56.8% | $2,471-18.9% |
| Participant deferral / active EE | $7,465 | $5,680+31.4% | $6,842+9.1% | $3,740+99.6% |
| Admin fee / account holder | $12,564 | $6,053+107.6% | $9,309+35.0% | $5,306+136.8% |