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 | $35,231 | $64,909-45.7% | $82,313-57.2% | $62,292-43.4% |
| Participation rate | 47.6% | 74.9%-27.2pp | 76.9%-29.3pp | 69.5%-21.9pp |
| Annual return | 11.55% | 21.18%-9.6pp | 25.88%-14.3pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,381 | $1,676-17.6% | $2,428-43.1% | $2,042-32.4% |
| Participant deferral / active EE | $1,737 | $3,103-44.0% | $3,706-53.1% | $3,169-45.2% |
| Admin fee / account holder | $3,695 | $440+740.6% | $5,608-34.1% | $479+670.9% |