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 | $51,299 | $56,053-8.5% | $75,972-32.5% | $80,856-36.6% |
| Participation rate | 41.8% | 62.0%-20.2pp | 69.1%-27.2pp | 67.6%-25.8pp |
| Annual return | 9.68% | 20.53%-10.9pp | 359.55%-349.9pp | 35.59%-25.9pp |
| Employer contribution / active EE | $662 | $1,874-64.7% | $2,685-75.3% | $2,755-76.0% |
| Participant deferral / active EE | $2,043 | $3,052-33.1% | $4,255-52.0% | $4,296-52.4% |
| Admin fee / account holder | $4,348 | $5,234-16.9% | $6,467-32.8% | $6,918-37.2% |