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 | $19,517 | $85,202-77.1% | $172,739-88.7% | $72,985-73.3% |
| Participation rate | 55.2% | 70.1%-14.8pp | 82.6%-27.4pp | 69.5%-14.3pp |
| Annual return | 2.13% | 27.32%-25.2pp | 802.84%-800.7pp | 81.00%-78.9pp |
| Employer contribution / active EE | $870 | $3,324-73.8% | $5,143-83.1% | $2,440-64.4% |
| Participant deferral / active EE | $1,564 | $3,260-52.0% | $5,198-69.9% | $3,607-56.7% |
| Admin fee / account holder | $9,386 | $5,884+59.5% | $13,954-32.7% | $5,124+83.2% |