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 | $52,256 | $67,411-22.5% | $91,001-42.6% | $70,131-25.5% |
| Participation rate | 27.6% | 71.4%-43.8pp | 75.6%-48.0pp | 69.5%-42.0pp |
| Annual return | 11.55% | -40.16%+51.7pp | 4.60%+6.9pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,046 | $1,786-41.4% | $2,456-57.4% | $2,342-55.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $940 | $4,236-77.8% | $5,417-82.6% | $4,645-79.8% |