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 | $22,722 | $72,177-68.5% | $115,037-80.2% | $59,632-61.9% |
| Participation rate | 67.3% | 72.6%-5.3pp | 81.4%-14.1pp | 68.7%-1.4pp |
| Annual return | -4.40% | 12.02%-16.4pp | 26.14%-30.5pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $1,079 | $2,841-62.0% | $4,608-76.6% | $2,203-51.0% |
| Participant deferral / active EE | $4,539 | $4,783-5.1% | $6,026-24.7% | $3,192+42.2% |
| Admin fee / account holder | $3,895 | $4,927-20.9% | $8,175-52.4% | $4,297-9.3% |