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 | $39,612 | $71,050-44.2% | $93,606-57.7% | $80,856-51.0% |
| Participation rate | 44.1% | 60.4%-16.3pp | 68.7%-24.6pp | 67.6%-23.5pp |
| Annual return | 9.46% | 11.26%-1.8pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $646 | $1,564-58.7% | $2,420-73.3% | $2,755-76.5% |
| Participant deferral / active EE | $1,953 | $4,034-51.6% | $4,411-55.7% | $4,296-54.5% |
| Admin fee / account holder | $10,704 | $6,945+54.1% | $8,285+29.2% | $6,918+54.7% |