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 | $37,878 | $62,127-39.0% | $81,382-53.5% | $74,495-49.2% |
| Participation rate | 38.3% | 64.0%-25.8pp | 69.5%-31.2pp | 67.2%-28.9pp |
| Annual return | 10.31% | 16.48%-6.2pp | 24.73%-14.4pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,308 | $1,882-30.5% | $2,463-46.9% | $2,623-50.1% |
| Participant deferral / active EE | $2,028 | $3,229-37.2% | $3,883-47.8% | $4,346-53.3% |
| Admin fee / account holder | $8,567 | $1,934+342.8% | $5,768+48.5% | $1,942+341.2% |