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 | $12,013 | $100,852-88.1% | $90,404-86.7% | $158,922-92.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 3.04% | 1724.20%-1721.2pp | 1293.02%-1290.0pp | 302.83%-299.8pp |
| Employer contribution / active EE | $989 | $3,689-73.2% | $3,262-69.7% | $4,761-79.2% |
| Participant deferral / active EE | $6,629 | $4,348+52.5% | $3,963+67.3% | $5,982+10.8% |
| Admin fee / account holder | $2,274 | $6,501-65.0% | $5,611-59.5% | $11,246-79.8% |