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 | $20,725 | $88,751-76.6% | $81,812-74.7% | $145,922-85.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 6.60% | 1025.40%-1018.8pp | 773.79%-767.2pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,336 | $3,083-56.7% | $2,912-54.1% | $4,660-71.3% |
| Participant deferral / active EE | $3,099 | $4,643-33.2% | $4,319-28.2% | $6,688-53.7% |
| Admin fee / account holder | $4,854 | $8,415-42.3% | $7,386-34.3% | $13,397-63.8% |