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 | $17,535 | $91,037-80.7% | $71,671-75.5% | $147,584-88.1% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 8.21% | 20.48%-12.3pp | 20.65%-12.4pp | 578.55%-570.3pp |
| Employer contribution / active EE | $1,275 | $3,327-61.7% | $2,460-48.2% | $4,876-73.8% |
| Participant deferral / active EE | $1,801 | $4,498-60.0% | $3,438-47.6% | $5,439-66.9% |
| Admin fee / account holder | $1,589 | $8,613-81.5% | $5,558-71.4% | $10,885-85.4% |