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 | $22,339 | $53,596-58.3% | $90,645-75.4% | $64,186-65.2% |
| Participation rate | 54.0% | 64.5%-10.5pp | 74.0%-20.0pp | 69.6%-15.6pp |
| Annual return | -9.00% | 4.41%-13.4pp | 1.88%-10.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $374 | $1,503-75.1% | $2,532-85.2% | $2,381-84.3% |
| Participant deferral / active EE | $2,278 | $2,459-7.4% | $3,425-33.5% | $3,470-34.4% |
| Admin fee / account holder | $1,503 | $3,868-61.1% | $4,994-69.9% | $4,888-69.2% |