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 6-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 | $48,017 | $94,625-49.3% | $116,228-58.7% | $84,808-43.4% |
| Participation rate | 56.9% | 70.4%-13.5pp | 74.6%-17.6pp | 68.3%-11.4pp |
| Annual return | 4.25% | 20.40%-16.1pp | 90.06%-85.8pp | 40.90%-36.6pp |
| Employer contribution / active EE | $2,617 | $2,347+11.5% | $2,994-12.6% | $2,631-0.5% |
| Participant deferral / active EE | $3,183 | $3,972-19.9% | $4,953-35.7% | $4,212-24.4% |
| Admin fee / account holder | $68,768 | $10,091+581.5% | $11,989+473.6% | $7,344+836.4% |