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 | $35,429 | $52,681-32.7% | $75,781-53.2% | $59,632-40.6% |
| Participation rate | 15.4% | 67.2%-51.8pp | 75.8%-60.4pp | 68.7%-53.3pp |
| Annual return | -3.01% | 2.95%-6.0pp | 9.68%-12.7pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,396 | $2,591-46.1% | $3,651-61.8% | $3,192-56.3% |
| Admin fee / account holder | $6,735 | $3,610+86.6% | $5,299+27.1% | $4,297+56.7% |