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 | $21,509 | $159,602-86.5% | $150,045-85.7% | $142,382-84.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 8.54% | 70.24%-61.7pp | 62.55%-54.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,060 | $4,961-38.3% | $4,693-34.8% | $4,299-28.8% |
| Participant deferral / active EE | $4,059 | $8,310-51.2% | $7,997-49.2% | $6,507-37.6% |
| Admin fee / account holder | $23,868 | $14,846+60.8% | $13,435+77.7% | $12,624+89.1% |