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 | $34,568 | $81,248-57.5% | $155,509-77.8% | $80,856-57.2% |
| Participation rate | 45.8% | 66.2%-20.4pp | 78.2%-32.4pp | 67.6%-21.8pp |
| Annual return | 7.85% | 33.31%-25.5pp | 64.67%-56.8pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,241 | $3,100-60.0% | $4,672-73.4% | $2,755-54.9% |
| Participant deferral / active EE | $2,360 | $3,452-31.6% | $5,626-58.1% | $4,296-45.1% |
| Admin fee / account holder | $17,631 | $7,997+120.5% | $15,912+10.8% | $6,918+154.9% |