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 | $30,294 | $72,012-57.9% | $185,823-83.7% | $79,858-62.1% |
| Participation rate | 35.1% | 65.8%-30.7pp | 78.0%-42.9pp | 69.6%-34.5pp |
| Annual return | 10.59% | 23.12%-12.5pp | 35.95%-25.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $895 | $1,965-54.4% | $4,087-78.1% | $2,471-63.8% |
| Participant deferral / active EE | $1,879 | $3,779-50.3% | $5,632-66.6% | $3,740-49.8% |
| Admin fee / account holder | $13,891 | $4,513+207.8% | $9,500+46.2% | $5,306+161.8% |