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 | $77,624 | $163,101-52.4% | $136,749-43.2% | $142,382-45.5% |
| Participation rate | 42.9% | 78.2%-35.4pp | 72.1%-29.3pp | 80.1%-37.3pp |
| Annual return | 8.03% | 27.54%-19.5pp | 24.33%-16.3pp | 217.08%-209.0pp |
| Employer contribution / active EE | $958 | $4,117-76.7% | $3,400-71.8% | $4,299-77.7% |
| Participant deferral / active EE | $5,381 | $5,585-3.6% | $4,692+14.7% | $6,507-17.3% |
| Admin fee / account holder | $554,126 | $14,318+3770.0% | $11,386+4766.6% | $12,624+4289.6% |