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 | $54,479 | $67,606-19.4% | $82,313-33.8% | $70,131-22.3% |
| Participation rate | 61.8% | 72.8%-10.9pp | 76.9%-15.1pp | 69.5%-7.7pp |
| Annual return | 10.59% | 21.57%-11.0pp | 25.88%-15.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $474 | $1,755-73.0% | $2,428-80.5% | $2,342-79.8% |
| Participant deferral / active EE | $1,481 | $2,987-50.4% | $3,706-60.0% | $3,332-55.6% |
| Admin fee / account holder | $302 | $4,512-93.3% | $5,608-94.6% | $4,645-93.5% |