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 | $16,794 | $85,202-80.3% | $172,739-90.3% | $72,985-77.0% |
| Participation rate | 46.6% | 70.1%-23.5pp | 82.6%-36.1pp | 69.5%-22.9pp |
| Annual return | 15.15% | 27.32%-12.2pp | 802.84%-787.7pp | 81.00%-65.9pp |
| Employer contribution / active EE | $774 | $3,324-76.7% | $5,143-85.0% | $2,440-68.3% |
| Participant deferral / active EE | $1,306 | $3,260-59.9% | $5,198-74.9% | $3,607-63.8% |
| Admin fee / account holder | $883 | $5,884-85.0% | $13,954-93.7% | $5,124-82.8% |