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 5-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 | $25,531 | $31,310-18.5% | $53,898-52.6% | $74,304-65.6% |
| Participation rate | 11.7% | 30.7%-19.0pp | 55.0%-43.3pp | 60.3%-48.7pp |
| Annual return | 12.83% | 23.16%-10.3pp | 528.60%-515.8pp | 29.43%-16.6pp |
| Employer contribution / active EE | $219 | $450-51.4% | $932-76.6% | $2,241-90.3% |
| Participant deferral / active EE | $460 | $934-50.7% | $1,826-74.8% | $3,767-87.8% |
| Admin fee / account holder | $1,370 | $2,175-37.0% | $2,491-45.0% | $2,969-53.8% |