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 | $41,613 | $99,652-58.2% | $78,778-47.2% | $147,584-71.8% |
| Participation rate | 41.7% | 76.2%-34.6pp | 69.2%-27.5pp | 82.8%-41.2pp |
| Annual return | 6.33% | 47.28%-40.9pp | 35.62%-29.3pp | 578.55%-572.2pp |
| Employer contribution / active EE | $404 | $2,796-85.5% | $1,986-79.6% | $4,876-91.7% |
| Participant deferral / active EE | $965 | $3,664-73.7% | $2,958-67.4% | $5,439-82.3% |
| Admin fee / account holder | $9,016 | $7,155+26.0% | $5,134+75.6% | $10,885-17.2% |