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 | $17,334 | $54,726-68.3% | $68,793-74.8% | $64,186-73.0% |
| Participation rate | 40.3% | 68.0%-27.7pp | 72.2%-31.9pp | 69.6%-29.2pp |
| Annual return | -11.44% | -1.62%-9.8pp | -4.63%-6.8pp | 7.63%-19.1pp |
| Employer contribution / active EE | $934 | $1,846-49.4% | $2,625-64.4% | $2,381-60.8% |
| Participant deferral / active EE | $1,721 | $2,626-34.5% | $3,311-48.0% | $3,470-50.4% |
| Admin fee / account holder | $505 | $4,027-87.5% | $5,131-90.2% | $4,888-89.7% |