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 | $45,605 | $65,365-30.2% | $92,893-50.9% | $72,985-37.5% |
| Participation rate | 62.9% | 68.3%-5.5pp | 76.0%-13.1pp | 69.5%-6.6pp |
| Annual return | 12.84% | 42.10%-29.3pp | 109.41%-96.6pp | 81.00%-68.2pp |
| Employer contribution / active EE | $741 | $2,594-71.4% | $3,653-79.7% | $2,440-69.6% |
| Participant deferral / active EE | $1,351 | $3,128-56.8% | $4,236-68.1% | $3,607-62.6% |
| Admin fee / account holder | $8,973 | $4,251+111.1% | $5,794+54.9% | $5,124+75.1% |