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 7-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 | $33,278 | $96,635-65.6% | $86,612-61.6% | $139,434-76.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 6.79% | 106.41%-99.6pp | 591.07%-584.3pp | 372.94%-366.2pp |
| Employer contribution / active EE | $1,800 | $3,263-44.8% | $3,022-40.4% | $4,751-62.1% |
| Participant deferral / active EE | $10,250 | $4,836+112.0% | $4,438+131.0% | $6,710+52.8% |
| Admin fee / account holder | $60,598 | $6,408+845.7% | $5,614+979.4% | $11,403+431.4% |