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 | $70,144 | $77,896-10.0% | $134,172-47.7% | $82,448-14.9% |
| Participation rate | 21.7% | 62.8%-41.0pp | 72.5%-50.7pp | 68.1%-46.3pp |
| Annual return | 8.52% | 18.21%-9.7pp | 25.30%-16.8pp | 41.64%-33.1pp |
| Employer contribution / active EE | $957 | $2,159-55.7% | $3,420-72.0% | $2,551-62.5% |
| Participant deferral / active EE | $1,641 | $3,162-48.1% | $4,690-65.0% | $4,139-60.4% |
| Admin fee / account holder | $63,224 | $6,336+897.8% | $12,016+426.2% | $7,234+773.9% |