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 | $38,212 | $46,553-17.9% | $64,056-40.3% | $75,163-49.2% |
| Participation rate | 52.4% | 65.9%-13.6pp | 72.3%-19.9pp | 67.2%-14.8pp |
| Annual return | 7.05% | 26.03%-19.0pp | 33.69%-26.6pp | 160.62%-153.6pp |
| Employer contribution / active EE | $930 | $1,974-52.9% | $2,747-66.2% | $2,670-65.2% |
| Participant deferral / active EE | $3,822 | $2,837+34.8% | $3,880-1.5% | $4,125-7.3% |
| Admin fee / account holder | $2,649 | $2,952-10.3% | $3,068-13.7% | $5,651-53.1% |