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 | $21,109 | $57,828-63.5% | $117,039-82.0% | $70,131-69.9% |
| Participation rate | 57.7% | 67.1%-9.4pp | 77.2%-19.5pp | 69.5%-11.8pp |
| Annual return | 4.77% | 17.55%-12.8pp | 18.95%-14.2pp | 73.14%-68.4pp |
| Employer contribution / active EE | $528 | $1,816-70.9% | $3,785-86.1% | $2,342-77.5% |
| Participant deferral / active EE | $994 | $2,438-59.2% | $3,929-74.7% | $3,332-70.2% |
| Admin fee / account holder | $986 | $3,548-72.2% | $5,974-83.5% | $4,645-78.8% |