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 | $59,678 | $86,922-31.3% | $102,438-41.7% | $80,874-26.2% |
| Participation rate | 58.1% | 72.4%-14.2pp | 76.5%-18.4pp | 67.6%-9.5pp |
| Annual return | 8.77% | 18.90%-10.1pp | 29.37%-20.6pp | 35.62%-26.8pp |
| Employer contribution / active EE | $833 | $2,369-64.8% | $3,024-72.4% | $2,756-69.8% |
| Participant deferral / active EE | $2,744 | $4,119-33.4% | $5,054-45.7% | $4,297-36.1% |
| Admin fee / account holder | $28,543 | $8,050+254.6% | $9,448+202.1% | $6,935+311.6% |