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 | $40,175 | $62,573-35.8% | $85,682-53.1% | $85,850-53.2% |
| Participation rate | 60.7% | 61.1%-0.4pp | 69.9%-9.1pp | 69.3%-8.6pp |
| Annual return | 10.08% | 23.77%-13.7pp | 21.49%-11.4pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,520 | $1,757-13.5% | $2,618-41.9% | $2,565-40.7% |
| Participant deferral / active EE | $2,684 | $2,802-4.2% | $3,923-31.6% | $3,952-32.1% |
| Admin fee / account holder | $9,743 | $4,640+110.0% | $6,873+41.8% | $6,260+55.6% |