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 6-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 | $11,056 | $57,057-80.6% | $85,009-87.0% | $80,874-86.3% |
| Participation rate | 46.2% | 56.4%-10.2pp | 67.5%-21.4pp | 67.6%-21.5pp |
| Annual return | 9.69% | 21.66%-12.0pp | 66.47%-56.8pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,088 | $1,799-39.5% | $2,728-60.1% | $2,756-60.5% |
| Participant deferral / active EE | $1,597 | $3,112-48.7% | $4,522-64.7% | $4,297-62.8% |
| Admin fee / account holder | $1,279 | $4,986-74.3% | $6,153-79.2% | $6,935-81.6% |