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 | $61,154 | $135,952-55.0% | $123,892-50.6% | $273,961-77.7% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 0.39% | 56.63%-56.2pp | 47.52%-47.1pp | 41.45%-41.1pp |
| Employer contribution / active EE | $861 | $5,170-83.3% | $4,617-81.3% | $4,869-82.3% |
| Participant deferral / active EE | $4,854 | $6,343-23.5% | $5,984-18.9% | $5,287-8.2% |
| Admin fee / account holder | $516 | $9,817-94.7% | $8,357-93.8% | $10,132-94.9% |