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 | $58,589 | $81,460-28.1% | $103,333-43.3% | $80,856-27.5% |
| Participation rate | 43.2% | 66.8%-23.7pp | 74.5%-31.3pp | 67.6%-24.5pp |
| Annual return | 9.23% | 25.55%-16.3pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $833 | $3,105-73.2% | $3,868-78.5% | $2,755-69.8% |
| Participant deferral / active EE | $2,306 | $3,869-40.4% | $5,057-54.4% | $4,296-46.3% |
| Admin fee / account holder | $3,391 | $6,566-48.4% | $8,355-59.4% | $6,918-51.0% |