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 | $34,135 | $58,577-41.7% | $83,333-59.0% | $64,186-46.8% |
| Participation rate | 27.1% | 72.0%-45.0pp | 77.8%-50.7pp | 69.6%-42.5pp |
| Annual return | -10.71% | 9.65%-20.4pp | 10.63%-21.3pp | 7.63%-18.3pp |
| Employer contribution / active EE | $328 | $2,098-84.4% | $3,379-90.3% | $2,381-86.2% |
| Participant deferral / active EE | $3,059 | $4,654-34.3% | $5,565-45.0% | $3,470-11.8% |
| Admin fee / account holder | $5,902 | $9,275-36.4% | $7,510-21.4% | $4,888+20.7% |