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 | $46,486 | $59,101-21.3% | $77,163-39.8% | $75,163-38.2% |
| Participation rate | 39.8% | 63.9%-24.1pp | 69.6%-29.8pp | 67.2%-27.4pp |
| Annual return | 9.47% | 26.71%-17.2pp | 37.87%-28.4pp | 160.62%-151.1pp |
| Employer contribution / active EE | $548 | $1,995-72.5% | $2,535-78.4% | $2,670-79.5% |
| Participant deferral / active EE | $1,183 | $2,999-60.6% | $3,833-69.1% | $4,125-71.3% |
| Admin fee / account holder | $8,509 | $4,774+78.2% | $5,472+55.5% | $5,651+50.6% |