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 | $28,796 | $46,869-38.6% | $122,332-76.5% | $70,131-58.9% |
| Participation rate | 43.3% | 58.2%-14.9pp | 71.6%-28.3pp | 69.5%-26.3pp |
| Annual return | 12.92% | 24.22%-11.3pp | 30.27%-17.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $408 | $1,288-68.3% | $4,050-89.9% | $2,342-82.6% |
| Participant deferral / active EE | $1,021 | $2,166-52.9% | $3,287-68.9% | $3,332-69.3% |
| Admin fee / account holder | $5,761 | $3,322+73.4% | $5,478+5.2% | $4,645+24.0% |