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 | $25,597 | $53,777-52.4% | $134,143-80.9% | $79,858-67.9% |
| Participation rate | 56.1% | 58.8%-2.7pp | 72.2%-16.1pp | 69.6%-13.6pp |
| Annual return | 5.77% | 19.01%-13.2pp | 36.33%-30.6pp | 31.71%-25.9pp |
| Employer contribution / active EE | $836 | $1,321-36.7% | $3,704-77.4% | $2,471-66.2% |
| Participant deferral / active EE | $1,717 | $2,420-29.1% | $3,499-50.9% | $3,740-54.1% |
| Admin fee / account holder | $421 | $3,984-89.4% | $6,684-93.7% | $5,306-92.1% |