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 | $46,563 | $65,041-28.4% | $90,951-48.8% | $79,858-41.7% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.5pp | 69.6%-8.1pp |
| Annual return | 8.23% | 30.45%-22.2pp | 134.60%-126.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,766 | $1,247+41.6% | $2,122-16.8% | $2,471-28.5% |
| Participant deferral / active EE | $3,136 | $2,512+24.8% | $3,373-7.0% | $3,740-16.2% |
| Admin fee / account holder | $12,852 | $4,536+183.3% | $5,959+115.7% | $5,306+142.2% |