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 | $28,416 | $85,202-66.6% | $172,739-83.5% | $72,985-61.1% |
| Participation rate | 36.4% | 70.1%-33.7pp | 82.6%-46.3pp | 69.5%-33.1pp |
| Annual return | 14.15% | 27.32%-13.2pp | 802.84%-788.7pp | 81.00%-66.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,122 | $3,260-65.6% | $5,198-78.4% | $3,607-68.9% |
| Admin fee / account holder | $8,942 | $5,884+52.0% | $13,954-35.9% | $5,124+74.5% |