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 | $44,582 | $72,492-38.5% | $87,100-48.8% | $72,985-38.9% |
| Participation rate | 55.4% | 72.8%-17.4pp | 76.9%-21.5pp | 69.5%-14.1pp |
| Annual return | 1.80% | 24.46%-22.7pp | 28.19%-26.4pp | 81.00%-79.2pp |
| Employer contribution / active EE | $738 | $1,894-61.1% | $2,521-70.7% | $2,440-69.8% |
| Participant deferral / active EE | $2,330 | $3,270-28.7% | $4,049-42.5% | $3,607-35.4% |
| Admin fee / account holder | $523 | $5,055-89.7% | $7,497-93.0% | $5,124-89.8% |