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 | $22,832 | $73,867-69.1% | $143,757-84.1% | $68,494-66.7% |
| Participation rate | 47.1% | 66.7%-19.5pp | 80.3%-33.2pp | 67.9%-20.7pp |
| Annual return | -19.67% | 1.01%-20.7pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,138 | $3,184-64.3% | $4,951-77.0% | $2,596-56.2% |
| Participant deferral / active EE | $1,407 | $3,384-58.4% | $5,637-75.0% | $4,027-65.1% |
| Admin fee / account holder | $5,467 | $5,755-5.0% | $14,673-62.7% | $5,403+1.2% |