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 | $42,067 | $44,960-6.4% | $84,966-50.5% | $74,495-43.5% |
| Participation rate | 20.3% | 49.4%-29.0pp | 67.5%-47.2pp | 67.2%-46.9pp |
| Annual return | 8.87% | 26.24%-17.4pp | 66.38%-57.5pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $696 | $1,457-52.3% | $2,727-74.5% | $2,623-73.5% |
| Participant deferral / active EE | $1,738 | $2,731-36.3% | $4,519-61.5% | $4,346-60.0% |
| Admin fee / account holder | $4,838 | $2,209+119.0% | $6,149-21.3% | $1,942+149.2% |