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 | $26,828 | $84,233-68.2% | $170,442-84.3% | $70,131-61.7% |
| Participation rate | 48.1% | 70.8%-22.7pp | 83.6%-35.4pp | 69.5%-21.4pp |
| Annual return | 10.36% | 23.06%-12.7pp | 205.93%-195.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $749 | $3,387-77.9% | $5,433-86.2% | $2,342-68.0% |
| Participant deferral / active EE | $1,569 | $3,086-49.2% | $4,939-68.2% | $3,332-52.9% |
| Admin fee / account holder | $3,990 | $5,698-30.0% | $13,880-71.3% | $4,645-14.1% |