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 | $38,058 | $172,111-77.9% | $150,298-74.7% | $137,256-72.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 7.58% | 69.37%-61.8pp | 62.79%-55.2pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,248 | $4,636-73.1% | $4,154-70.0% | $4,156-70.0% |
| Participant deferral / active EE | $12,314 | $6,166+99.7% | $5,453+125.8% | $6,407+92.2% |
| Admin fee / account holder | $267,570 | $16,471+1524.5% | $14,116+1795.5% | $12,270+2080.7% |