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 | $32,300 | $35,183-8.2% | $73,545-56.1% | $70,131-53.9% |
| Participation rate | 15.4% | 42.9%-27.5pp | 54.9%-39.5pp | 69.5%-54.2pp |
| Annual return | 1.97% | 26.90%-24.9pp | -15.16%+17.1pp | 73.14%-71.2pp |
| Employer contribution / active EE | $272 | $709-61.6% | $1,219-77.7% | $2,342-88.4% |
| Participant deferral / active EE | $2,463 | $1,220+101.9% | $1,806+36.4% | $3,332-26.1% |
| Admin fee / account holder | $151,227 | $2,302+6468.9% | $2,320+6419.2% | $4,645+3155.4% |