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 | $18,443 | $49,227-62.5% | $70,449-73.8% | $79,858-76.9% |
| Participation rate | 55.7% | 69.2%-13.5pp | 75.1%-19.3pp | 69.6%-13.9pp |
| Annual return | 3.87% | 30.06%-26.2pp | 109.03%-105.2pp | 31.71%-27.8pp |
| Employer contribution / active EE | $858 | $2,099-59.1% | $2,737-68.6% | $2,471-65.3% |
| Participant deferral / active EE | $1,010 | $2,768-63.5% | $3,709-72.8% | $3,740-73.0% |
| Admin fee / account holder | $2,854 | $2,878-0.8% | $3,845-25.8% | $5,306-46.2% |