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 | $47,751 | $98,750-51.6% | $149,696-68.1% | $79,858-40.2% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.5%-21.5pp | 69.6%-8.7pp |
| Annual return | 12.31% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,181 | $3,216-32.2% | $4,644-53.0% | $2,471-11.7% |
| Participant deferral / active EE | $4,610 | $5,680-18.8% | $6,842-32.6% | $3,740+23.3% |
| Admin fee / account holder | $1,495 | $6,053-75.3% | $9,309-83.9% | $5,306-71.8% |