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 | $33,337 | $77,899-57.2% | $149,673-77.7% | $75,163-55.6% |
| Participation rate | 42.0% | 65.6%-23.6pp | 78.8%-36.8pp | 67.2%-25.2pp |
| Annual return | 11.44% | 31.72%-20.3pp | 134.42%-123.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $454 | $3,137-85.5% | $4,818-90.6% | $2,670-83.0% |
| Participant deferral / active EE | $966 | $3,411-71.7% | $5,680-83.0% | $4,125-76.6% |
| Admin fee / account holder | $4,587 | $5,956-23.0% | $13,210-65.3% | $5,651-18.8% |