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 | $33,437 | $127,065-73.7% | $113,168-70.5% | $142,382-76.5% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 6.35% | 24.03%-17.7pp | 24.27%-17.9pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,573 | $3,442-54.3% | $2,975-47.1% | $4,299-63.4% |
| Participant deferral / active EE | $3,288 | $5,716-42.5% | $5,107-35.6% | $6,507-49.5% |
| Admin fee / account holder | $40,476 | $15,736+157.2% | $12,068+235.4% | $12,624+220.6% |