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 | $27,231 | $45,073-39.6% | $69,455-60.8% | $72,985-62.7% |
| Participation rate | 61.5% | 68.5%-7.0pp | 74.6%-13.1pp | 69.5%-7.9pp |
| Annual return | 5.17% | 22.65%-17.5pp | 28.97%-23.8pp | 81.00%-75.8pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,557 | $2,602-40.1% | $3,535-56.0% | $3,607-56.8% |
| Admin fee / account holder | $2,864 | $3,056-6.3% | $3,839-25.4% | $5,124-44.1% |