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 | $29,270 | $57,590-49.2% | $86,233-66.1% | $82,448-64.5% |
| Participation rate | 48.9% | 57.9%-8.9pp | 69.0%-20.1pp | 68.1%-19.1pp |
| Annual return | 13.28% | 22.41%-9.1pp | 61.39%-48.1pp | 41.64%-28.4pp |
| Employer contribution / active EE | $466 | $1,655-71.8% | $2,504-81.4% | $2,551-81.7% |
| Participant deferral / active EE | $1,350 | $3,080-56.2% | $4,559-70.4% | $4,139-67.4% |
| Admin fee / account holder | $2,269 | $4,730-52.0% | $8,342-72.8% | $7,234-68.6% |