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 | $36,013 | $117,983-69.5% | $101,794-64.6% | $142,382-74.7% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.2%-14.6pp | 80.1%-25.6pp |
| Annual return | 5.57% | 36.92%-31.4pp | 30.53%-25.0pp | 217.08%-211.5pp |
| Employer contribution / active EE | $1,185 | $2,773-57.2% | $2,289-48.2% | $4,299-72.4% |
| Participant deferral / active EE | $1,739 | $4,714-63.1% | $4,084-57.4% | $6,507-73.3% |
| Admin fee / account holder | $60,150 | $10,433+476.5% | $8,777+585.3% | $12,624+376.5% |