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 | $46,034 | $80,717-43.0% | $154,803-70.3% | $84,808-45.7% |
| Participation rate | 48.8% | 66.8%-18.0pp | 78.1%-29.2pp | 68.3%-19.5pp |
| Annual return | 8.02% | 37.96%-29.9pp | 58.88%-50.9pp | 40.90%-32.9pp |
| Employer contribution / active EE | $1,191 | $2,761-56.9% | $4,305-72.3% | $2,631-54.7% |
| Participant deferral / active EE | $1,857 | $3,303-43.8% | $5,540-66.5% | $4,212-55.9% |
| Admin fee / account holder | $16,953 | $6,746+151.3% | $14,329+18.3% | $7,344+130.8% |