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 | $42,494 | $58,234-27.0% | $81,783-48.0% | $80,874-47.5% |
| Participation rate | 35.9% | 63.4%-27.5pp | 72.4%-36.5pp | 67.6%-31.7pp |
| Annual return | 10.36% | 41.70%-31.3pp | 775.05%-764.7pp | 35.62%-25.3pp |
| Employer contribution / active EE | $744 | $2,341-68.2% | $2,913-74.5% | $2,756-73.0% |
| Participant deferral / active EE | $1,184 | $3,283-63.9% | $4,320-72.6% | $4,297-72.4% |
| Admin fee / account holder | $10,273 | $4,982+106.2% | $7,380+39.2% | $6,935+48.1% |