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 | $11,866 | $81,248-85.4% | $155,509-92.4% | $80,856-85.3% |
| Participation rate | 48.8% | 66.2%-17.4pp | 78.2%-29.4pp | 67.6%-18.9pp |
| Annual return | 7.09% | 33.31%-26.2pp | 64.67%-57.6pp | 35.59%-28.5pp |
| Employer contribution / active EE | $684 | $3,100-77.9% | $4,672-85.4% | $2,755-75.2% |
| Participant deferral / active EE | $1,005 | $3,452-70.9% | $5,626-82.1% | $4,296-76.6% |
| Admin fee / account holder | $8,804 | $7,997+10.1% | $15,912-44.7% | $6,918+27.3% |