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 | $28,375 | $132,239-78.5% | $105,722-73.2% | $273,961-89.6% |
| Participation rate | 68.8% | 83.2%-14.4pp | 78.9%-10.2pp | 83.0%-14.3pp |
| Annual return | 1.15% | 10.07%-8.9pp | 12.25%-11.1pp | 41.45%-40.3pp |
| Employer contribution / active EE | $2,160 | $4,867-55.6% | $4,079-47.1% | $4,869-55.6% |
| Participant deferral / active EE | $3,102 | $6,233-50.2% | $5,326-41.8% | $5,287-41.3% |
| Admin fee / account holder | $42,004 | $12,032+249.1% | $8,308+405.6% | $10,132+314.6% |