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 | $27,856 | $77,634-64.1% | $156,549-82.2% | $62,891-55.7% |
| Participation rate | 25.3% | 71.2%-45.9pp | 84.0%-58.7pp | 69.3%-44.0pp |
| Annual return | 1.98% | 50.32%-48.3pp | 32.23%-30.2pp | 20.14%-18.2pp |
| Employer contribution / active EE | $1,144 | $3,444-66.8% | $5,501-79.2% | $2,281-49.8% |
| Participant deferral / active EE | $1,179 | $3,045-61.3% | $4,871-75.8% | $3,203-63.2% |
| Admin fee / account holder | $17,204 | $5,561+209.4% | $13,027+32.1% | $4,296+300.5% |