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 | $44,838 | $72,277-38.0% | $101,248-55.7% | $79,858-43.9% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 3.20% | 22.30%-19.1pp | 46.47%-43.3pp | 31.71%-28.5pp |
| Employer contribution / active EE | $2,987 | $2,692+11.0% | $3,660-18.4% | $2,471+20.9% |
| Participant deferral / active EE | $6,419 | $3,282+95.6% | $4,370+46.9% | $3,740+71.6% |
| Admin fee / account holder | $2,744 | $4,400-37.6% | $5,945-53.8% | $5,306-48.3% |