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 | $34,681 | $49,922-30.5% | $80,569-57.0% | $75,163-53.9% |
| Participation rate | 11.5% | 55.3%-43.8pp | 67.0%-55.5pp | 67.2%-55.7pp |
| Annual return | 9.57% | 34.69%-25.1pp | 935.43%-925.9pp | 160.62%-151.1pp |
| Employer contribution / active EE | $1,719 | $1,698+1.2% | $2,723-36.9% | $2,670-35.6% |
| Participant deferral / active EE | $3,069 | $2,990+2.6% | $4,447-31.0% | $4,125-25.6% |
| Admin fee / account holder | $81,490 | $3,577+2178.1% | $5,377+1415.5% | $5,651+1342.1% |