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 | $33,999 | $80,717-57.9% | $154,803-78.0% | $84,808-59.9% |
| Participation rate | 44.0% | 66.8%-22.8pp | 78.1%-34.1pp | 68.3%-24.3pp |
| Annual return | 5.53% | 37.96%-32.4pp | 58.88%-53.4pp | 40.90%-35.4pp |
| Employer contribution / active EE | $468 | $2,761-83.1% | $4,305-89.1% | $2,631-82.2% |
| Participant deferral / active EE | $1,912 | $3,303-42.1% | $5,540-65.5% | $4,212-54.6% |
| Admin fee / account holder | $1,397 | $6,746-79.3% | $14,329-90.2% | $7,344-81.0% |