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 | $43,960 | $80,717-45.5% | $154,803-71.6% | $84,808-48.2% |
| Participation rate | 17.2% | 66.8%-49.6pp | 78.1%-60.8pp | 68.3%-51.1pp |
| Annual return | 11.49% | 37.96%-26.5pp | 58.88%-47.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,036 | $2,761-62.5% | $4,305-75.9% | $2,631-60.6% |
| Participant deferral / active EE | $999 | $3,303-69.8% | $5,540-82.0% | $4,212-76.3% |
| Admin fee / account holder | $4,147 | $6,746-38.5% | $14,329-71.1% | $7,344-43.5% |