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 | $35,353 | $135,952-74.0% | $123,892-71.5% | $273,961-87.1% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 1.31% | 56.63%-55.3pp | 47.52%-46.2pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,998 | $5,170-61.4% | $4,617-56.7% | $4,869-59.0% |
| Participant deferral / active EE | $5,162 | $6,343-18.6% | $5,984-13.7% | $5,287-2.4% |
| Admin fee / account holder | $26,180 | $9,817+166.7% | $8,357+213.3% | $10,132+158.4% |