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 | $26,011 | $43,075-39.6% | $74,583-65.1% | $62,891-58.6% |
| Participation rate | 22.2% | 58.1%-35.8pp | 68.1%-45.9pp | 69.3%-47.1pp |
| Annual return | 4.08% | 17.50%-13.4pp | 20.47%-16.4pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,266 | $2,389-47.0% | $3,458-63.4% | $3,203-60.5% |
| Admin fee / account holder | $10,526 | $2,840+270.6% | $4,138+154.4% | $4,296+145.0% |