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 | $40,604 | $73,933-45.1% | $96,683-58.0% | $75,163-46.0% |
| Participation rate | 43.6% | 66.4%-22.8pp | 74.3%-30.7pp | 67.2%-23.6pp |
| Annual return | 11.29% | 26.70%-15.4pp | 35.69%-24.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,070 | $2,928-63.4% | $3,737-71.4% | $2,670-59.9% |
| Participant deferral / active EE | $1,471 | $3,659-59.8% | $4,878-69.8% | $4,125-64.3% |
| Admin fee / account holder | $1,402 | $5,216-73.1% | $6,730-79.2% | $5,651-75.2% |