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 | $56,416 | $76,407-26.2% | $150,298-62.5% | $82,448-31.6% |
| Participation rate | 62.5% | 66.4%-3.9pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 11.99% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,353 | $2,614-48.2% | $4,154-67.4% | $2,551-47.0% |
| Participant deferral / active EE | $4,526 | $3,214+40.8% | $5,453-17.0% | $4,139+9.3% |
| Admin fee / account holder | $20,367 | $6,352+220.6% | $14,116+44.3% | $7,234+181.5% |