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 | $25,056 | $90,503-72.3% | $78,689-68.2% | $273,961-90.9% |
| Participation rate | 47.4% | 76.5%-29.1pp | 73.6%-26.2pp | 83.0%-35.6pp |
| Annual return | -0.55% | 75.60%-76.2pp | 62.18%-62.7pp | 41.45%-42.0pp |
| Employer contribution / active EE | $1,467 | $3,176-53.8% | $2,851-48.5% | $4,869-69.9% |
| Participant deferral / active EE | $2,490 | $3,901-36.2% | $3,517-29.2% | $5,287-52.9% |
| Admin fee / account holder | $17,072 | $5,263+224.4% | $4,510+278.5% | $10,132+68.5% |