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 | $27,642 | $51,175-46.0% | $70,515-60.8% | $75,163-63.2% |
| Participation rate | 44.4% | 60.9%-16.5pp | 68.3%-23.9pp | 67.2%-22.7pp |
| Annual return | 10.37% | 30.02%-19.7pp | 32.77%-22.4pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,525 | $1,826-16.5% | $2,973-48.7% | $2,670-42.9% |
| Participant deferral / active EE | $2,964 | $2,849+4.0% | $4,567-35.1% | $4,125-28.1% |
| Admin fee / account holder | $6,458 | $4,091+57.9% | $6,412+0.7% | $5,651+14.3% |