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 3-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 | $24,740 | $53,516-53.8% | $126,539-80.4% | $84,808-70.8% |
| Participation rate | 55.8% | 58.2%-2.4pp | 69.8%-14.0pp | 68.3%-12.5pp |
| Annual return | 12.70% | 58.34%-45.6pp | 425.95%-413.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,422 | $1,535-7.4% | $3,674-61.3% | $2,631-46.0% |
| Participant deferral / active EE | $2,803 | $2,671+4.9% | $4,083-31.4% | $4,212-33.5% |
| Admin fee / account holder | $5,318 | $4,497+18.3% | $6,065-12.3% | $7,344-27.6% |