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 | $29,105 | $81,248-64.2% | $155,509-81.3% | $80,856-64.0% |
| Participation rate | 14.0% | 66.2%-52.2pp | 78.2%-64.2pp | 67.6%-53.6pp |
| Annual return | 9.67% | 33.31%-23.6pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $597 | $3,100-80.7% | $4,672-87.2% | $2,755-78.3% |
| Participant deferral / active EE | $1,433 | $3,452-58.5% | $5,626-74.5% | $4,296-66.6% |
| Admin fee / account holder | $2,699 | $7,997-66.3% | $15,912-83.0% | $6,918-61.0% |