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 | $19,532 | $57,065-65.8% | $75,670-74.2% | $70,131-72.1% |
| Participation rate | 30.5% | 68.1%-37.6pp | 72.3%-41.8pp | 69.5%-39.0pp |
| Annual return | 9.20% | 23.57%-14.4pp | 27.34%-18.1pp | 73.14%-63.9pp |
| Employer contribution / active EE | $1,329 | $1,817-26.8% | $2,352-43.5% | $2,342-43.2% |
| Participant deferral / active EE | $1,825 | $2,580-29.3% | $3,142-41.9% | $3,332-45.2% |
| Admin fee / account holder | $6,309 | $3,825+65.0% | $5,800+8.8% | $4,645+35.8% |