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 | $35,814 | $47,479-24.6% | $62,929-43.1% | $82,448-56.6% |
| Participation rate | 29.3% | 66.9%-37.5pp | 73.1%-43.8pp | 68.1%-38.7pp |
| Annual return | 10.41% | 20.34%-9.9pp | 1063.93%-1053.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $956 | $1,885-49.3% | $2,505-61.8% | $2,551-62.5% |
| Participant deferral / active EE | $2,915 | $2,870+1.6% | $3,888-25.0% | $4,139-29.6% |
| Admin fee / account holder | $14,190 | $3,804+273.1% | $5,065+180.2% | $7,234+96.2% |