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 | $44,712 | $56,054-20.2% | $171,082-73.9% | $62,891-28.9% |
| Participation rate | 55.3% | 62.9%-7.6pp | 76.7%-21.4pp | 69.3%-14.0pp |
| Annual return | 4.61% | 22.52%-17.9pp | 32.56%-27.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,264 | $1,731-27.0% | $4,002-68.4% | $2,281-44.6% |
| Participant deferral / active EE | $1,763 | $3,158-44.2% | $4,797-63.2% | $3,203-45.0% |
| Admin fee / account holder | $2,465 | $3,647-32.4% | $8,520-71.1% | $4,296-42.6% |