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 | $66,368 | $80,717-17.8% | $154,803-57.1% | $84,808-21.7% |
| Participation rate | 46.2% | 66.8%-20.7pp | 78.1%-31.9pp | 68.3%-22.2pp |
| Annual return | 11.11% | 37.96%-26.8pp | 58.88%-47.8pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,707 | $2,761-38.2% | $4,305-60.4% | $2,631-35.1% |
| Participant deferral / active EE | $2,577 | $3,303-22.0% | $5,540-53.5% | $4,212-38.8% |
| Admin fee / account holder | $7,419 | $6,746+10.0% | $14,329-48.2% | $7,344+1.0% |