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 | $52,722 | $83,902-37.2% | $167,512-68.5% | $84,808-37.8% |
| Participation rate | 48.8% | 66.5%-17.7pp | 77.1%-28.3pp | 68.3%-19.6pp |
| Annual return | 13.07% | 91.55%-78.5pp | 1615.79%-1602.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,064 | $2,264-53.0% | $3,882-72.6% | $2,631-59.5% |
| Participant deferral / active EE | $2,734 | $4,442-38.5% | $6,405-57.3% | $4,212-35.1% |
| Admin fee / account holder | $11,280 | $7,915+42.5% | $9,769+15.5% | $7,344+53.6% |