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 | $48,476 | $20,316+138.6% | $66,042-26.6% | $74,304-34.8% |
| Participation rate | 24.0% | 62.8%-38.8pp | 67.5%-43.5pp | 60.3%-36.4pp |
| Annual return | 13.58% | 28.10%-14.5pp | 52.11%-38.5pp | 29.43%-15.9pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $894 | $1,615-44.6% | $2,835-68.5% | $3,767-76.3% |
| Admin fee / account holder | $2,668 | $1,668+59.9% | $5,747-53.6% | $2,969-10.1% |