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 | $46,762 | $95,266-50.9% | $82,389-43.2% | $142,382-67.2% |
| Participation rate | 22.2% | 74.5%-52.2pp | 69.5%-47.3pp | 80.1%-57.9pp |
| Annual return | 10.39% | 25.74%-15.3pp | 28.67%-18.3pp | 217.08%-206.7pp |
| Employer contribution / active EE | $889 | $2,991-70.3% | $2,517-64.7% | $4,299-79.3% |
| Participant deferral / active EE | $1,250 | $4,809-74.0% | $4,155-69.9% | $6,507-80.8% |
| Admin fee / account holder | $94,269 | $8,563+1000.8% | $7,231+1203.7% | $12,624+646.8% |