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 | $45,647 | $51,576-11.5% | $129,207-64.7% | $80,856-43.5% |
| Participation rate | 53.3% | 57.0%-3.6pp | 69.6%-16.3pp | 67.6%-14.3pp |
| Annual return | 10.80% | 20.81%-10.0pp | 9417.33%-9406.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $800 | $1,584-49.5% | $4,153-80.7% | $2,755-70.9% |
| Participant deferral / active EE | $1,286 | $2,669-51.8% | $4,168-69.1% | $4,296-70.1% |
| Admin fee / account holder | $12,664 | $4,305+194.2% | $7,715+64.2% | $6,918+83.1% |