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 | $5,988 | $67,823-91.2% | $52,425-88.6% | $137,256-95.6% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 4.96% | 219.11%-214.1pp | 302.12%-297.2pp | 220.34%-215.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,438 | $2,288+6.5% | $1,790+36.1% | $6,407-62.0% |
| Admin fee / account holder | $104,755 | $2,844+3583.1% | $2,495+4098.8% | $12,270+753.7% |