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 | $37,411 | $70,756-47.1% | $65,493-42.9% | $142,382-73.7% |
| Participation rate | 58.3% | 77.4%-19.0pp | 73.1%-14.8pp | 80.1%-21.8pp |
| Annual return | 10.32% | 1754.89%-1744.6pp | 982.45%-972.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $926 | $2,881-67.9% | $2,574-64.0% | $4,299-78.5% |
| Participant deferral / active EE | $3,087 | $4,637-33.4% | $3,961-22.1% | $6,507-52.6% |
| Admin fee / account holder | $4,897 | $6,559-25.3% | $5,028-2.6% | $12,624-61.2% |