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 | $35,662 | $56,484-36.9% | $169,463-79.0% | $64,186-44.4% |
| Participation rate | 32.1% | 64.5%-32.4pp | 77.8%-45.6pp | 69.6%-37.4pp |
| Annual return | -10.08% | -1.55%-8.5pp | 1.83%-11.9pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,576 | $3,448-54.3% | $5,277-70.1% | $3,470-54.6% |
| Admin fee / account holder | $5,987 | $4,174+43.4% | $9,109-34.3% | $4,888+22.5% |