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 | $39,395 | $43,075-8.5% | $74,583-47.2% | $62,891-37.4% |
| Participation rate | 52.9% | 58.1%-5.2pp | 68.1%-15.3pp | 69.3%-16.4pp |
| Annual return | 4.92% | 17.50%-12.6pp | 20.47%-15.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,675 | $1,498+11.8% | $2,525-33.7% | $2,281-26.6% |
| Participant deferral / active EE | $1,697 | $2,389-29.0% | $3,458-50.9% | $3,203-47.0% |
| Admin fee / account holder | $12,327 | $2,840+334.1% | $4,138+197.9% | $4,296+187.0% |