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 | $50,522 | $58,851-14.2% | $115,157-56.1% | $72,985-30.8% |
| Participation rate | 62.8% | 65.5%-2.7pp | 75.9%-13.1pp | 69.5%-6.7pp |
| Annual return | 4.81% | 23.16%-18.3pp | 35.60%-30.8pp | 81.00%-76.2pp |
| Employer contribution / active EE | $1,240 | $1,798-31.0% | $3,179-61.0% | $2,440-49.2% |
| Participant deferral / active EE | $2,222 | $2,643-15.9% | $4,168-46.7% | $3,607-38.4% |
| Admin fee / account holder | $20,858 | $6,370+227.5% | $7,088+194.3% | $5,124+307.0% |