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 | $17,466 | $73,867-76.4% | $143,757-87.9% | $68,494-74.5% |
| Participation rate | 52.8% | 66.7%-13.9pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | -20.75% | 1.01%-21.8pp | -0.04%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $717 | $3,184-77.5% | $4,951-85.5% | $2,596-72.4% |
| Participant deferral / active EE | $1,155 | $3,384-65.9% | $5,637-79.5% | $4,027-71.3% |
| Admin fee / account holder | $4,532 | $5,755-21.2% | $14,673-69.1% | $5,403-16.1% |