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 | $43,542 | $65,041-33.1% | $90,951-52.1% | $79,858-45.5% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.5pp | 69.6%-8.1pp |
| Annual return | 0.59% | 30.45%-29.9pp | 134.60%-134.0pp | 31.71%-31.1pp |
| Employer contribution / active EE | $285 | $1,247-77.1% | $2,122-86.5% | $2,471-88.4% |
| Participant deferral / active EE | $1,150 | $2,512-54.2% | $3,373-65.9% | $3,740-69.3% |
| Admin fee / account holder | $27,524 | $4,536+506.8% | $5,959+361.9% | $5,306+418.7% |