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 | $26,250 | $49,227-46.7% | $70,449-62.7% | $79,858-67.1% |
| Participation rate | 60.9% | 69.2%-8.2pp | 75.1%-14.1pp | 69.6%-8.7pp |
| Annual return | 4.76% | 30.06%-25.3pp | 109.03%-104.3pp | 31.71%-27.0pp |
| Employer contribution / active EE | $484 | $2,099-77.0% | $2,737-82.3% | $2,471-80.4% |
| Participant deferral / active EE | $1,527 | $2,768-44.8% | $3,709-58.8% | $3,740-59.2% |
| Admin fee / account holder | $1,741 | $2,878-39.5% | $3,845-54.7% | $5,306-67.2% |