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 | $12,710 | $58,234-78.2% | $81,783-84.5% | $80,874-84.3% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.4%-39.0pp | 67.6%-34.3pp |
| Annual return | 4.73% | 41.70%-37.0pp | 775.05%-770.3pp | 35.62%-30.9pp |
| Employer contribution / active EE | $864 | $2,341-63.1% | $2,913-70.3% | $2,756-68.6% |
| Participant deferral / active EE | $864 | $3,283-73.7% | $4,320-80.0% | $4,297-79.9% |
| Admin fee / account holder | $4,076 | $4,982-18.2% | $7,380-44.8% | $6,935-41.2% |