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 5-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 | $25,330 | $127,065-80.1% | $113,168-77.6% | $142,382-82.2% |
| Participation rate | 54.2% | 79.2%-25.0pp | 76.6%-22.4pp | 80.1%-26.0pp |
| Annual return | 6.13% | 24.03%-17.9pp | 24.27%-18.1pp | 217.08%-210.9pp |
| Employer contribution / active EE | $949 | $3,442-72.4% | $2,975-68.1% | $4,299-77.9% |
| Participant deferral / active EE | $3,947 | $5,716-31.0% | $5,107-22.7% | $6,507-39.3% |
| Admin fee / account holder | $4,897 | $15,736-68.9% | $12,068-59.4% | $12,624-61.2% |