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 | $42,495 | $58,208-27.0% | $81,812-48.1% | $80,856-47.4% |
| Participation rate | 22.9% | 63.4%-40.6pp | 72.3%-49.5pp | 67.6%-44.8pp |
| Annual return | 7.53% | 41.66%-34.1pp | 773.79%-766.3pp | 35.59%-28.1pp |
| Employer contribution / active EE | $370 | $2,340-84.2% | $2,912-87.3% | $2,755-86.6% |
| Participant deferral / active EE | $716 | $3,281-78.2% | $4,319-83.4% | $4,296-83.3% |
| Admin fee / account holder | $822 | $4,981-83.5% | $7,386-88.9% | $6,918-88.1% |