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 | $47,195 | $49,808-5.2% | $95,745-50.7% | $74,419-36.6% |
| Participation rate | 27.5% | 66.6%-39.1pp | 72.3%-44.8pp | 70.7%-43.3pp |
| Annual return | 15.13% | 24.91%-9.8pp | 28.35%-13.2pp | 34.38%-19.2pp |
| Employer contribution / active EE | $738 | $1,639-54.9% | $2,835-73.9% | $2,637-72.0% |
| Participant deferral / active EE | $1,153 | $3,739-69.2% | $4,245-72.8% | $4,528-74.5% |
| Admin fee / account holder | $3,653 | $311+1074.2% | $5,678-35.7% | $348+950.2% |