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 | $51,017 | $57,108-10.7% | $94,224-45.9% | $52,331-2.5% |
| Participation rate | 67.4% | 72.9%-5.5pp | 78.8%-11.3pp | 68.1%-0.7pp |
| Annual return | -2.41% | 1.47%-3.9pp | 10.68%-13.1pp | 4.54%-7.0pp |
| Employer contribution / active EE | $1,252 | $1,735-27.9% | $3,587-65.1% | $1,882-33.5% |
| Participant deferral / active EE | $3,474 | $3,040+14.3% | $4,320-19.6% | $3,022+15.0% |
| Admin fee / account holder | $7,715 | $546+1311.8% | $6,269+23.1% | $592+1204.1% |