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 | $21,636 | $111,535-80.6% | $105,223-79.4% | $137,256-84.2% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 4.74% | 237.85%-233.1pp | 180.65%-175.9pp | 220.34%-215.6pp |
| Employer contribution / active EE | $2,009 | $3,939-49.0% | $3,689-45.5% | $4,156-51.7% |
| Participant deferral / active EE | $2,458 | $5,500-55.3% | $5,072-51.5% | $6,407-61.6% |
| Admin fee / account holder | $34,108 | $9,721+250.9% | $8,859+285.0% | $12,270+178.0% |