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 5-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 | $39,655 | $54,705-27.5% | $71,209-44.3% | $84,808-53.2% |
| Participation rate | 53.2% | 64.1%-10.9pp | 73.8%-20.6pp | 68.3%-15.1pp |
| Annual return | 7.21% | 35.90%-28.7pp | 282.51%-275.3pp | 40.90%-33.7pp |
| Employer contribution / active EE | $1,256 | $2,158-41.8% | $2,721-53.8% | $2,631-52.3% |
| Participant deferral / active EE | $1,513 | $3,030-50.1% | $4,175-63.8% | $4,212-64.1% |
| Admin fee / account holder | $428 | $4,863-91.2% | $5,349-92.0% | $7,344-94.2% |