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 | $37,527 | $58,512-35.9% | $84,015-55.3% | $72,985-48.6% |
| Participation rate | 32.4% | 61.2%-28.8pp | 69.0%-36.6pp | 69.5%-37.1pp |
| Annual return | 16.22% | 28.93%-12.7pp | 71.31%-55.1pp | 81.00%-64.8pp |
| Employer contribution / active EE | $858 | $1,163-26.2% | $1,983-56.8% | $2,440-64.8% |
| Participant deferral / active EE | $1,131 | $2,394-52.8% | $3,239-65.1% | $3,607-68.7% |
| Admin fee / account holder | $4,513 | $4,569-1.2% | $6,101-26.0% | $5,124-11.9% |