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 | $47,155 | $177,572-73.4% | $154,803-69.5% | $142,382-66.9% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | 3.53% | 65.07%-61.5pp | 58.88%-55.3pp | 217.08%-213.5pp |
| Employer contribution / active EE | $1,249 | $4,810-74.0% | $4,305-71.0% | $4,299-71.0% |
| Participant deferral / active EE | $4,752 | $6,272-24.2% | $5,540-14.2% | $6,507-27.0% |
| Admin fee / account holder | $94,271 | $16,786+461.6% | $14,329+557.9% | $12,624+646.8% |