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 | $17,997 | $56,484-68.1% | $169,463-89.4% | $64,186-72.0% |
| Participation rate | 46.4% | 64.5%-18.1pp | 77.8%-31.4pp | 69.6%-23.1pp |
| Annual return | -9.72% | -1.55%-8.2pp | 1.83%-11.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $953 | $1,832-48.0% | $4,159-77.1% | $2,381-60.0% |
| Participant deferral / active EE | $1,679 | $3,448-51.3% | $5,277-68.2% | $3,470-51.6% |
| Admin fee / account holder | $491 | $4,174-88.2% | $9,109-94.6% | $4,888-89.9% |