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 3-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 | $16,440 | $29,660-44.6% | $56,411-70.9% | $80,856-79.7% |
| Participation rate | 17.1% | 41.6%-24.6pp | 52.5%-35.4pp | 67.6%-50.6pp |
| Annual return | 9.24% | 35.23%-26.0pp | 1701.33%-1692.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $746 | $669+11.4% | $1,039-28.2% | $2,755-72.9% |
| Participant deferral / active EE | $1,060 | $1,226-13.6% | $1,952-45.7% | $4,296-75.3% |
| Admin fee / account holder | $1,087 | $2,428-55.2% | $2,829-61.6% | $6,918-84.3% |