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 5-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 | $29,697 | $83,902-64.6% | $167,512-82.3% | $84,808-65.0% |
| Participation rate | 61.3% | 66.5%-5.2pp | 77.1%-15.8pp | 68.3%-7.0pp |
| Annual return | 11.69% | 91.55%-79.9pp | 1615.79%-1604.1pp | 40.90%-29.2pp |
| Employer contribution / active EE | $494 | $2,264-78.2% | $3,882-87.3% | $2,631-81.2% |
| Participant deferral / active EE | $2,890 | $4,442-34.9% | $6,405-54.9% | $4,212-31.4% |
| Admin fee / account holder | $6,773 | $7,915-14.4% | $9,769-30.7% | $7,344-7.8% |