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 | $51,367 | $106,515-51.8% | $96,683-46.9% | $139,434-63.2% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.3%-27.7pp | 80.3%-33.7pp |
| Annual return | 8.88% | 38.43%-29.5pp | 35.69%-26.8pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,616 | $4,103-60.6% | $3,737-56.8% | $4,751-66.0% |
| Participant deferral / active EE | $2,359 | $5,454-56.7% | $4,878-51.6% | $6,710-64.8% |
| Admin fee / account holder | $23,427 | $7,877+197.4% | $6,730+248.1% | $11,403+105.5% |