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 | $25,563 | $65,365-60.9% | $92,893-72.5% | $72,985-65.0% |
| Participation rate | 56.7% | 68.3%-11.6pp | 76.0%-19.3pp | 69.5%-12.8pp |
| Annual return | 4.35% | 42.10%-37.8pp | 109.41%-105.1pp | 81.00%-76.7pp |
| Employer contribution / active EE | $865 | $2,594-66.7% | $3,653-76.3% | $2,440-64.6% |
| Participant deferral / active EE | $1,398 | $3,128-55.3% | $4,236-67.0% | $3,607-61.2% |
| Admin fee / account holder | $641 | $4,251-84.9% | $5,794-88.9% | $5,124-87.5% |