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 | $20,376 | $183,519-88.9% | $155,509-86.9% | $145,922-86.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 5.42% | 61.17%-55.7pp | 64.67%-59.2pp | 561.29%-555.9pp |
| Employer contribution / active EE | $9,781 | $5,313+84.1% | $4,672+109.3% | $4,660+109.9% |
| Participant deferral / active EE | $8,155 | $6,462+26.2% | $5,626+45.0% | $6,688+21.9% |
| Admin fee / account holder | $26,253 | $19,313+35.9% | $15,912+65.0% | $13,397+96.0% |