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 | $23,258 | $54,705-57.5% | $71,209-67.3% | $84,808-72.6% |
| Participation rate | 64.4% | 64.1%+0.3pp | 73.8%-9.3pp | 68.3%-3.9pp |
| Annual return | 11.60% | 35.90%-24.3pp | 282.51%-270.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $905 | $2,158-58.1% | $2,721-66.7% | $2,631-65.6% |
| Participant deferral / active EE | $2,785 | $3,030-8.1% | $4,175-33.3% | $4,212-33.9% |
| Admin fee / account holder | $6,557 | $4,863+34.8% | $5,349+22.6% | $7,344-10.7% |