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 | $67,978 | $85,202-20.2% | $172,739-60.6% | $72,985-6.9% |
| Participation rate | 38.6% | 70.1%-31.5pp | 82.6%-44.0pp | 69.5%-30.9pp |
| Annual return | 14.12% | 27.32%-13.2pp | 802.84%-788.7pp | 81.00%-66.9pp |
| Employer contribution / active EE | $635 | $3,324-80.9% | $5,143-87.6% | $2,440-74.0% |
| Participant deferral / active EE | $2,223 | $3,260-31.8% | $5,198-57.2% | $3,607-38.4% |
| Admin fee / account holder | $2,270 | $5,884-61.4% | $13,954-83.7% | $5,124-55.7% |