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 | $44,836 | $56,317-20.4% | $71,209-37.0% | $74,304-39.7% |
| Participation rate | 26.6% | 55.1%-28.5pp | 73.8%-47.2pp | 60.3%-33.8pp |
| Annual return | 12.13% | 42.83%-30.7pp | 282.51%-270.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $330 | $2,160-84.7% | $2,721-87.9% | $2,241-85.3% |
| Participant deferral / active EE | $712 | $2,788-74.5% | $4,175-82.9% | $3,767-81.1% |
| Admin fee / account holder | $1,212 | $2,290-47.1% | $5,349-77.3% | $2,969-59.2% |