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 | $17,365 | $85,202-79.6% | $172,739-89.9% | $72,985-76.2% |
| Participation rate | 23.5% | 70.1%-46.5pp | 82.6%-59.1pp | 69.5%-46.0pp |
| Annual return | 2.04% | 27.32%-25.3pp | 802.84%-800.8pp | 81.00%-79.0pp |
| Employer contribution / active EE | $441 | $3,324-86.7% | $5,143-91.4% | $2,440-81.9% |
| Participant deferral / active EE | $984 | $3,260-69.8% | $5,198-81.1% | $3,607-72.7% |
| Admin fee / account holder | $11,971 | $5,884+103.4% | $13,954-14.2% | $5,124+133.6% |