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 | $55,080 | $67,411-18.3% | $91,001-39.5% | $70,131-21.5% |
| Participation rate | 30.8% | 71.4%-40.6pp | 75.6%-44.8pp | 69.5%-38.8pp |
| Annual return | 10.14% | -40.16%+50.3pp | 4.60%+5.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $422 | $1,786-76.4% | $2,456-82.8% | $2,342-82.0% |
| Participant deferral / active EE | $1,431 | $2,823-49.3% | $3,547-59.7% | $3,332-57.1% |
| Admin fee / account holder | $10,351 | $4,236+144.3% | $5,417+91.1% | $4,645+122.8% |