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 | $29,404 | $48,046-38.8% | $84,611-65.2% | $72,985-59.7% |
| Participation rate | 42.9% | 57.6%-14.7pp | 68.2%-25.4pp | 69.5%-26.6pp |
| Annual return | 5.71% | 37.38%-31.7pp | 258.74%-253.0pp | 81.00%-75.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,104 | $2,680-58.8% | $3,899-71.7% | $3,607-69.4% |
| Admin fee / account holder | $1,134 | $3,395-66.6% | $4,912-76.9% | $5,124-77.9% |