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 | $51,793 | $64,324-19.5% | $118,925-56.4% | $79,858-35.1% |
| Participation rate | 59.5% | 64.9%-5.3pp | 75.4%-15.9pp | 69.6%-10.1pp |
| Annual return | 4.85% | 86.45%-81.6pp | 35.88%-31.0pp | 31.71%-26.9pp |
| Employer contribution / active EE | $714 | $1,836-61.1% | $3,263-78.1% | $2,471-71.1% |
| Participant deferral / active EE | $3,025 | $2,824+7.1% | $4,265-29.1% | $3,740-19.1% |
| Admin fee / account holder | $17,534 | $4,040+334.0% | $6,581+166.5% | $5,306+230.4% |