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 | $107,464 | $76,552+40.4% | $123,892-13.3% | $62,891+70.9% |
| Participation rate | 51.2% | 73.0%-21.7pp | 81.4%-30.2pp | 69.3%-18.1pp |
| Annual return | 1.71% | 18.68%-17.0pp | 47.52%-45.8pp | 20.14%-18.4pp |
| Employer contribution / active EE | $455 | $2,883-84.2% | $4,617-90.1% | $2,281-80.0% |
| Participant deferral / active EE | $3,082 | $4,840-36.3% | $5,984-48.5% | $3,203-3.8% |
| Admin fee / account holder | $1,636 | $4,826-66.1% | $8,357-80.4% | $4,296-61.9% |