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 | $20,031 | $77,899-74.3% | $149,673-86.6% | $75,163-73.4% |
| Participation rate | 63.1% | 65.6%-2.5pp | 78.8%-15.7pp | 67.2%-4.1pp |
| Annual return | 12.22% | 31.72%-19.5pp | 134.42%-122.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,032 | $3,137-67.1% | $4,818-78.6% | $2,670-61.3% |
| Participant deferral / active EE | $1,969 | $3,411-42.3% | $5,680-65.3% | $4,125-52.3% |
| Admin fee / account holder | $1,498 | $5,956-74.9% | $13,210-88.7% | $5,651-73.5% |