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 | $32,690 | $98,750-66.9% | $149,696-78.2% | $79,858-59.1% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.5%-28.6pp | 69.6%-15.8pp |
| Annual return | 3.76% | 27.43%-23.7pp | 276.60%-272.8pp | 31.71%-28.0pp |
| Employer contribution / active EE | $869 | $3,216-73.0% | $4,644-81.3% | $2,471-64.8% |
| Participant deferral / active EE | $4,166 | $5,680-26.7% | $6,842-39.1% | $3,740+11.4% |
| Admin fee / account holder | $1,832 | $6,053-69.7% | $9,309-80.3% | $5,306-65.5% |