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 | $42,739 | $84,233-49.3% | $170,442-74.9% | $70,131-39.1% |
| Participation rate | 33.9% | 70.8%-36.9pp | 83.6%-49.7pp | 69.5%-35.6pp |
| Annual return | 9.38% | 23.06%-13.7pp | 205.93%-196.5pp | 73.14%-63.8pp |
| Employer contribution / active EE | $522 | $3,387-84.6% | $5,433-90.4% | $2,342-77.7% |
| Participant deferral / active EE | $979 | $3,086-68.3% | $4,939-80.2% | $3,332-70.6% |
| Admin fee / account holder | $5,167 | $5,698-9.3% | $13,880-62.8% | $4,645+11.2% |