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 9-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 | $38,850 | $72,071-46.1% | $68,368-43.2% | $137,256-71.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 10.31% | 353.14%-342.8pp | 292.57%-282.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,969 | $2,788-29.4% | $2,649-25.7% | $4,156-52.6% |
| Participant deferral / active EE | $6,765 | $4,410+53.4% | $4,123+64.1% | $6,407+5.6% |
| Admin fee / account holder | $666 | $5,336-87.5% | $5,150-87.1% | $12,270-94.6% |