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 | $41,907 | $68,547-38.9% | $120,354-65.2% | $80,856-48.2% |
| Participation rate | 38.7% | 61.6%-22.9pp | 71.9%-33.2pp | 67.6%-29.0pp |
| Annual return | 9.82% | 23.60%-13.8pp | 107.15%-97.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $830 | $2,051-59.5% | $3,463-76.0% | $2,755-69.9% |
| Participant deferral / active EE | $1,718 | $3,173-45.8% | $4,991-65.6% | $4,296-60.0% |
| Admin fee / account holder | $7,944 | $5,732+38.6% | $9,423-15.7% | $6,918+14.8% |