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 | $35,814 | $48,795-26.6% | $65,493-45.3% | $84,808-57.8% |
| Participation rate | 29.3% | 67.0%-37.6pp | 73.1%-43.7pp | 68.3%-39.0pp |
| Annual return | 10.41% | 20.20%-9.8pp | 982.45%-972.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $956 | $1,930-50.5% | $2,574-62.9% | $2,631-63.7% |
| Participant deferral / active EE | $2,915 | $2,928-0.4% | $3,961-26.4% | $4,212-30.8% |
| Admin fee / account holder | $14,190 | $3,877+266.0% | $5,028+182.2% | $7,344+93.2% |