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 | $61,495 | $52,681+16.7% | $75,781-18.9% | $59,632+3.1% |
| Participation rate | 24.3% | 67.2%-42.9pp | 75.8%-51.5pp | 68.7%-44.3pp |
| Annual return | -5.05% | 2.95%-8.0pp | 9.68%-14.7pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $683 | $2,193-68.9% | $3,323-79.4% | $2,203-69.0% |
| Participant deferral / active EE | $1,436 | $2,591-44.6% | $3,651-60.7% | $3,192-55.0% |
| Admin fee / account holder | $7,697 | $3,610+113.2% | $5,299+45.2% | $4,297+79.1% |