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 | $39,576 | $46,869-15.6% | $122,332-67.6% | $70,131-43.6% |
| Participation rate | 60.0% | 58.2%+1.8pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 11.25% | 24.22%-13.0pp | 30.27%-19.0pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,146 | $2,166-47.1% | $3,287-65.1% | $3,332-65.6% |
| Admin fee / account holder | $1,419 | $3,322-57.3% | $5,478-74.1% | $4,645-69.5% |